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
So it's like they're not on the hook.
I'm just making this up.
But like do something like you can because you have money now and credit markets are revolting.
I'm sure our friends at Blackstone and Apollo are suggesting some variant of this to the memory companies.
But hey, we will put up some amount of money from our cash flow today.
And then it's gone.
It's surety that makes the person who's extending the debt feel better.
But we want some sort of a cut of the ongoing revenues as well.
That is 100% what I would do.
And it's almost like a logical extension of the LTAs where they're trading upside for durability.
Here, you can effectively get a royalty on recurring revenues.
And that is what NVIDIA is doing.
And I do think that is very misunderstood.
And I think it would serve NVIDIA well to really explain this.
One, they're really bullish on AI.
Essentially, every time they haven't taken an equity stake in something, it's been a mistake.
They've taken equity stake in everything, essentially, except the memory companies that for a long while, Anthropic, that they took an equity stake in Anthropic.
But like, why not if you have cash flow and you're bullish on AI and Jensen, because he sees every lab.
He knows all the advances, you know, like all these continual learning labs, you know, safe superintelligence is now working with them.
He sees everything and like what he sees makes him bullish.
Showing 441–460 of 1,686 · page 23 of 85
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