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

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Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN Aug 13, 2026 · 1 mention

  • ▶ 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 Jul 30, 2026 · 2 mentions

IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN Jul 14, 2026 · 1 mention

  • ▶ 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 Jul 9, 2026 · 2 mentions

  • ▶ 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 Jun 17, 2026 · 1 mention

  • ▶ 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 Jun 16, 2026 · 2 mentions

  • ▶ 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 May 22, 2026 · 1 mention

Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN Feb 27, 2026 · 4 mentions

Nvidia CRUSHES Earnings. So Why Did the Stock Crash? Feb 26, 2026 · 4 mentions

  • ▶ 10:05 unnamed speaker Gavin Baker gave some thoughts ahead of NVIDIA. 4 times in the scene

Why My Article Just Tanked the Market Feb 23, 2026 · 1 mention

  • ▶ 12:23 Alap Shah But I just was in a thread with Gavin Baker talking about this, but the problem for DoorDash and Uber and folks like that is right now they're doing two jobs.

The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN Dec 3, 2025 · 1 mention

  • ▶ 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 Sep 27, 2025 · 1 mention

Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos Jan 23, 2025 · 4 mentions

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