Atreides
company
4 mentions
4 recordings
first heard Oct 2025
last heard 17 Jun
±0 vs the 6 months before
Atreides Management investment firm founded by Gavin Baker
Trend
Peak in the week of 14 Jun — 2 mentions across 2 series.
Moments
newest first · ▶ plays the momentTed SeidesCapital Allocators – Inside the Institutional Investment Industry · WTT: AI: Fundamentals, Valuation, and the Next Allocator Dil... · 2:44 · 17 Jun
…Gavin Baker from Atreides describes the AI revolution as one of the most extraordinary moments in the history of capitalism.…
TBPNGavin Baker: SpaceX Might Be the Greatest Company of All Tim... · 2:01 · 15 Jun
…He's one of the analysts here at Atreides.…
Azeem AzharAzeem Azhar's Exponential View · The demand for infinite compute · 7:56 · 7 Nov
…As Gavin Baker, the CEO of Atreides, which is an investment management firm, says, there are no dark GPUs anywhere.…
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