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.
Trend
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 know, this is a cyclical industry and oversupply is followed by undersupply.
What do you think they think is going to happen to their allocations next time?
So I just think given that this is the axis around which kind of everything is revolving, you might blow up your entire business and your franchise by breaking an LTA.
And that was never the case before.
Apple, who cares?
They don't have a competitor.
They're overwhelmingly the largest purchaser.
This is, you know, going back three, four, five years.
They know they can do whatever they want with no consequences because their volume is so big that even if they like super screw Hydex, Micron will of course take them.
This is just different.
You know, you have at least four players.
Did you have all the startups?
You're an investor in Etched.
If you break an LTA, they just say, okay, fine, great.
You broke the price agreement.
We're going to break the volume agreement.
And screw you, we're going to give the volume to your competitor.
You just lost share, you know?
NVIDIA's dominance, the current environment to which it favors NVIDIA, it is a little hard for me to understand why it's trading at such a low multiple.
In other words, if you need to be able to finance the chips, and you do, nothing's more financeable than an NVIDIA GPU.
Showing 401–420 of 1,686 · page 21 of 85
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