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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
There's this guy, TBU.
He's like part of the anonymous semiconductor mafia on X. Actually a very smart guy.
I know him in real life.
But he posted this amazing chart of Japanese capacitor stocks.
And he said, we've had an entire capacitor cycle in six weeks.
And it's true.
You know, the stock's like, whether they double, triple, or quadruple, I don't know, but like vertical.
And then whoosh, like the actual fundamentals haven't even hit.
And yet you've already had what probably would have normally been a three-year cycle in like six weeks.
Yeah, I am very curious.
A lot of people seem to feel like they are very close to solving continual learning and sample efficient learning, which we've talked about before.
And it is possible that if those are solved, that could that be like a temporary discontinuity in demand if instead of I was trained on effectively 20 billion tokens, and then it's like these models are trained on 300 trillion tokens.
And if, you know, you can trade something on 10 trillion tokens and then let it out into the world and learn sample efficiently, that doesn't sound good for trading demand.
But like trading has a percentage of semiconductor demand to compute is going to asymptote to something not approaching zero, but very small.
But I would say that is the most interesting.
And, you know, who knows if it's long horizon or short horizon.
You know, SSI says that they're going to come out with their model in August.
There's this whole generation of new labs that are focused on this.
And this would be good for the world.
This would be amazing for the world.
Showing 261–280 of 1,686 · page 14 of 85
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