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
We're also very scared they're not going to get an IPO allocation if it gets back to the company that they're the ones who said, actually, things are great.
You can just see anthropic shareholders.
They want to be like, it's not true.
It's hard for me to believe that open source and open AI have accelerated to the extent they did.
But yeah, Anthropic is clearly in the pole position.
And oh, by the way, Grok and Cursor have also, you can see from third-party data, like July was a pretty transformational month with Grok 4.5, Grok builds coming out.
So it has been a tricky month.
And I have a friend, I have a friend of Fidelity, who just says the way to have navigated the last three years
is just do the dumbest, most superficial thing as quickly as possible and just cycle between them.
Well, that's just that has been to cut risk all month in response to these narratives that factually, except for credit, are not true.
And the work we've done makes me think that credit just isn't going to matter as this reprises.
Let's just say you do need credit to like build the flops we need.
Well, if credit's not there, it just means the flops that are there are going to be even more valuable.
And then eventually that will improve the metrics.
And then it's like credit is there.
So as long as we're in a compute shortage, which I'm just like desperately trying to find a single side that we're not in one.
And that it's not actually getting worse almost by the day.
It's almost like the problem becomes the solution.
And then this company, Black Forest Labs, I think that's their name.
I hope I got it right.
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