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
To be clear, yeah.
This would be awesome for the world.
It would be amazing for the world.
And it's just, it's hard for me to believe that that would actually be negative for AI infrastructure demand.
But again, trying to be really, really open-minded, I would say that was probably like the biggest scientific or technical takeaway.
You know, it's also... We just don't know.
Well, yeah, and also like NVIDIA is heavily involved with all of these startups.
Yeah, if the operating cash flow does not continue to accelerate, that would be negative.
And that, to some degree, is going to be a function of how Anthropic, OpenAI, GrokCursor, and open source do.
If there was a pretty dramatic contraction in GPU prices that was kind of sustained, the market would react to that instantly.
That would be worrisome if it started to get to be really easy to get GPUs.
I mean, have you heard anyone say they have too many GPUs?
Like, not a single person.
Yeah, it really does.
It's just wild.
But yeah, I mean, I think there's a long list of pretty obvious things.
If the sum of these labs plateaus or starts to decline, that's really negative, unless it's just because open source tokens are net growing the pie and taking share.
And I do really think the future is multi-model, particularly for the AI natives.
They're going to want to take an open source model.
It's got all these inference clouds have gotten really good at supervised fine tuning and reinforcement learning.
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