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
By the way, something that I think we should touch on, and we can do it now or later, is just everybody is citing these LTAs.
So everything's at a shortage.
If there's weakness, it's just because we can't energize the gigawatts fast enough.
The gigawatts are going to get energized, like regulatory policies moving in a good way.
The turbine manufacturers, the diesel jet manufacturers, you know, you're ripping turbines off old airplanes and, you know, reconditioning them and then repurposing them.
There's crazy things happening.
Capitalism is very, very good at this.
But I do think one of the most important questions of the market and like a transition of the market that I got wrong is we are shifting, particularly from memory more than anything else, from crushing numbers.
in the short term, to they are trading short-term upside for these, what they call supply chain agreements, long-term agreements, LTAs.
There's mini flavors, but customer prepays, there's a floor and a ceiling.
And this comes back to the point about labor, because a lot of people after firing too many people during COVID were really reluctant to lay people off.
They talked about labor hoarding, if you remember a few years ago.
You remember this?
Let's just think about the game theory of breaking an LTA.
So there's four companies that matter at scale.
There's Amazon with their tradiums.
There's Google with their TPUs.
There's AMD.
And then there's NVIDIA, who's like much bigger than everybody else combined.
Let's just say it's 2027.
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