Gavin Baker explains why post-IPO selling pressure on SpaceX may be low given historical secondary liquidity events.
Prediction Not checkable as stated
Baker: Space data centers will be the world's most important development
“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.”
Assertion Not checkable as stated
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.”
Opinion
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.”
Opinion
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,”
Prediction Open · timeframe Jun 2031
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…”
Prediction Not checkable as stated
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.”