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
And they're hoping seven months later to pay just under $4 today.
That's pretty crazy because, again, you would expect a really gentle decline in prices would be bullish.
Instead, we're up, depending on the starting point, 50% to 60% in six or seven months.
There have been so many anecdotes like that.
I think one of the inference clouds, I think it was based in, I'm not sure, they went on a podcast and they essentially said,
We are planning to pay 100% more for Blackwell's when our contract expires.
And that just means that essentially all the hyperscalers are under earning.
My main kind of mission out here this week is like pressure test.
Yeah, tell me something negative.
Like, you know, the question I asked you, is there one negative quantitative metric you've heard?
That's been what I've been asking everyone.
That's like the only thing that I- I think that may very well be true, but then you have open AI and open source massively accelerating.
Yeah, the complexes.
And if you look at the sum-
It is net accelerating.
Like I think open source is a little bit of a, you know, they talk about dark matter in the universe.
Like open source is kind of dark matter to the public markets.
It's hard for public markets to measure it.
But if you just track what these inference clouds are saying, people saying things on podcasts or people saying things in meetings, they're not audited financials.
Demand is clearly accelerating, which makes sense because you had this huge capability leap with GLM 5.2 and Kimmy K3, which I think we're going to see continue.
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