Baker: 1% AI chip market share will equal $100B in value
Gavin Baker · Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best · May 20, 2026 · at 44:23
Gavin Baker outlines the massive potential venture upside in AI hardware startups capturing even tiny market share.
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“Like my rule of thumb is one percent market share is going to be worth a hundred billion.”
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