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 then you have this whole wave of AI natives
They're leaning into this so hard and they're not hiring humans.
They're just putting it mostly into tokens.
They're not slowing down.
And then you have companies on the East Coast of America who have like barely adopted AI.
Companies, broadly speaking, you know, not in the coast who maybe are cutting.
And then Europe, who's just trying to figure out how to regulate AI.
Before using it.
So just like there's kind of these differential waves of adoption all happening at the same time.
But the thought I can't get out of my mind is like, I think I said it maybe last time, but just like 500,000 people in the world, 250,000 maybe are using agentic AI and we're in an acute compute shortage.
There's seven or eight billion people on the planet.
What happens when we go from 500,000 to 100 million, you know, to 500 million?
It is interesting.
You know, a lot of people, I do think it's like helpful to post on X to see the pushback.
And a lot of people are saying, we accept your argument.
That hyperscalers are under-earning, it's compute reprices, their operating cash flow is going to accelerate, and maybe we could fund this.
But like, where's that operating cash flow going to come from?
Where is the customer?
And kind of definitionally, it has to either come from faster economic growth through productivity, kind of Satya's comments, like either we're going to start growing 10% or we're not growing.
or labor substitution.
Showing 321–340 of 1,686 · page 17 of 85
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