Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Well, I was sensitive to criticism that I think somebody pointed out that our podcasts were coincident with like local market peaks.
And nobody can say that after this.
What's on your mind?
It's been a crazy... Yeah, I would describe July as 2022 in a month.
Yeah.
There are some fundamental negatives, which we should talk.
But on the whole, the balance of fundamentals, I think, is improving significantly.
Loads of AI names are down 50%, 60% from their highs.
we'll call it 40 to 60% in a month in a straight line.
And I asked you before we started, you've been out here for the summer.
Have you heard a single negative message
quantitative metric about AI, a single instance of deceleration.
Nothing.
Absolutely.
I mean, however you cut it, whether you cut GPU availability, whether you cut GPU rental pricing, I mean, whether you cut like the spot price of DRAM this month,
token growth, everything is actually accelerated.
And I do think a big part of the problem is, one, the market does not have visibility into anthropic open AI.
And then I would say these open source inference clouds that monetize inference here in America, Fireworks-based and Modal together.
And the picture looks very different when you see that.
Because open source is accelerated massively because of GLM 5.2, KBK3.
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