Baker: Space data centers will be the world's most important development
Gavin Baker · Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN · Dec 10, 2025 · at 22:05
Gavin Baker was not on this episode. A recording of them was played into it, so these are their words but not an appearance on TBPN. It still counts as said, and it is kept out of every score on their page.
Gavin Baker of Atreides Management outlines his investment thesis arguing that space-based AI compute will become the dominant infrastructure narrative.
0:00 / 0:06exact quote · 6.2s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I think the most important thing that's going to happen in the world in the next Three to four years is data centers in space.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Gavin Baker
Baker: Cooling space data centers is virtually free via dark-side radiators
“In space, cooling is free. You just put a radiator on the dark side of the satellite, and it's as close to absolute zero as you can get. So all that goes away, and that is a vast amount of cost.”
Baker: AI Token Factories Will Not Need AWS-Style Cloud Suites
“My thought is that being a token factory is more than enough for the next five to 10 years.”
Baker: OpenAI Cut Codex Prices to Bootstrap Recursive Self-Improvement Loops
“I think that's why OpenAI is cutting codex pricing, simply because coding, you know, coding tokens are so valuable, and if you don't have enough of them, you may not be able to get into this RSI loop that, that everyone is, you know,”
Baker: Sovereign AI Outside the US Will Rely on Fine-Tuned Open Source
“Yeah, so I think what sovereign AI will look like for essentially all countries really other than the United States and China, although I think China is going to fall further and further behind, is just some sort of, you do, you use you know, you use one of th…”
Baker: China's Distillation Edge Vanishes if US Labs Halt Open Releases
“They've gotten really, really good at that, but man, all that goes away if people stop releasing these models at the frontier, and I think mythos is a side of things to come there.”
Baker: SpaceX Could Become the British East India Company of Space
“If SpaceX puts a city on, on the moon and then Mars, and enables, you know, becomes the British East City Company, the solar system, I think this will, those, there's a lot of hard engineering that needs to happen to go into all that. This will probably be the…”