Gavin Baker, every mention
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every year anyone John Coogan 8Jordi Hays 7Alap Shah 1
Verbatim, from the transcripts: the passages where Gavin Baker comes up
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
- ▶ 10:49 unnamed speaker Pareto dominance as Gavin Baker.
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- ▶ 26:42 John Coogan Gavin Baker, uh, quote tweeted, Duarkesh's, uh, 2 times in the scene
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN
- ▶ 0:36 unnamed speaker So the high level reason that IBM is not well positioned in the token path to use the Brad Gerstner and, uh, Gavin Baker parlance is that AI spending is currently flowing into GPUs, memory, networking, hyperscale cloud computing, and…
Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN
- ▶ 2:05 unnamed speaker I was listening to Gavin Baker and Travis Kalanick talk about how crazy it was when Gavin was at Fidelity, and he wanted to value Uber at fourteen billion, and everyone thought he was crazy. 2 times in the scene
SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- ▶ 7:31 unnamed speaker They have a deal with Google cursor obviously wants to compute, but talking to Gavin Baker, it sounds like there might be a lot more terrestrial compute coming online in the very short term.
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
- ▶ 0:27 John Coogan We have Gavin Baker.
- ▶ 31:43 John Coogan Gavin Baker said it's about compute, and they're, and they're, they're turning their backs on the Blackwells that they had the opportunity to buy.
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 10:05 Jordi Hays Remember Gavin Baker.
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 8:25 Jordi Hays Gavin Baker gave some thoughts ahead of NVIDIA.
- ▶ 8:30 Jordi Hays The same point hit on by Gavin in Citadel Securities. 2 times in the scene
- ▶ 28:52 Jordi Hays Gavin Baker had a post that Kyle Harrison highlighted.
Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
- ▶ 10:05 unnamed speaker Gavin Baker gave some thoughts ahead of NVIDIA. 4 times in the scene
Why My Article Just Tanked the Market
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 6:13 Jordi Hays Gavin Baker, uh, responding to the reporting says, October, 1.4 trillion in spending commitments, November, rough vibes, and December, code red, life comes at you fast.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 6:14 Jordi Hays Uh, he said, uh, Gavin Baker was, was, uh, covering this.
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 22:07 John Coogan Um, we should go to the, uh, Gavin Baker. 4 times in the scene