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 it's very important to realize memory is, the more memory you put with Flop for a given unit of compute, the more tokens you get out.
It's the single most important thing you could do to increase token output per unit of compute.
And then that obviously, definitionally actually lowers costs, which is why the demand hasn't responded at all negatively.
There's been no elasticity.
just because it's the axis that is dominating all others.
And this is at some level like a giant Game of Thrones or Ippers between these companies.
Okay, it's 2027 or 28.
You're vaguely tempted to break one of these LTAs and try and get a lower price.
But to a large degree, market shares, I think for the next several years, are going to be determined by supply chain allocations and kind of what you have pre-purchased.
So if you break the LTA, this is assuming we're not in a severe oversupply situation.
The game theory even holds in a severe oversupply situation.
If you break your LTA, and then in the next two or three years, for any reason,
leverage shifts back to the memory guys, you're out of business.
It's over.
Let's just say Google breaks an LTA.
There's an oversupply.
I'm making this up at 28, 29.
They break their LTAs.
Well, if they're breaking their LTAs, it probably means, you know, your oversupply prices are coming down and then, you know, capacity naturally contracts.
well, what do you think is going to happen to Google's allocations?
Showing 381–400 of 1,686 · page 20 of 85
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