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 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

newest first · ▶ plays the moment

I think you're going to see NVIDIA bring Nemotron steadily closer to the frontier and

But man, it has been a humbling, challenging month.

But just, it's also like, wow, I've kind of pressure tested every assumption.

The underlying fundamentals are improving.

NVIDIA is actually, as we record this, at its lowest forward PE of the last 10 years.

Crazy.

The only time the SIMIs have been cheaper were Liberation Day and DeepSeek.

Those were kind of B bottoms.

Yeah, the market 100% thinks they're significantly over-earning.

And we need to be humble.

Maybe they are.

But my kind of mission out here this week was to look –

for negative data points as hard as I could.

And normally you come to Silicon Valley and, you know, there's a mixture of here's something negative, here's something positive, da-da-da.

On balance, it's positive.

You know, tech, it creates value over time.

But I haven't been able to find one that is like a quantitative metric.

That anthropic third-party data, I would say that seems to be hotly contested by the anthropic shareholders who are like...

who are chomping at the bit to tell you what they know.

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