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 for sure, I think in a lot of these AI natives, you're seeing labor substitution, but not because they're firing people.
They're just not hiring nearly as many humans.
The gross profit dollars per FTE and A16Z, Iconic, a bunch of companies that have done this work, they're vertical, particularly relative to past generations of startups.
And then it is interesting.
Are you doing any surveys of your companies and their token spend relative to labor spend?
our friend Dylan Patel at his company.
So he's an ASI maxi, but he's at 30%.
That's probably the highest one I've heard.
I've actually heard a 50 and there's $25 trillion in knowledge work.
Let's take your 20% number.
That's 5 trillion.
And that either comes out of labor substitution or faster economic growth.
And we really, really, really want as humans to come from faster economic growth.
A hundred percent.
Well, the bull case, you've seen charts from Cognition, Ramp, and Stripe, that the companies that are spending the most on AI are growing meaningfully faster.
Yeah, I love that Cognition Index.
Yeah, the Cognition Index is wild.
All the skeptics will point out rightfully, it's not really controlling for industry.
But then if like you dig down into it, I think one of them gave an example of, I forget if it was a plumber or an HVAC contractor, but like everybody who's a blue collar worker is doing great because of AI.
Yeah.
Showing 341–360 of 1,686 · page 18 of 85
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