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 one, have some equity upside.
And then two, have a revenue share.
And you're generating hundreds of billions of dollars of free cash flow and helping to kind of bridge what is clearly kind of a gap, at least given everybody's got free cash flow negative, until the operating cash flow accelerates enough that you can internally fund this.
It's very opportunistic in a good way, and it significantly increases their revenue per gigawatt.
And then it also strengthens their competitive position.
You and I, we both have startups, but okay, that's great.
Use that startup's chip.
What prices are they paying at Taiwan Semi?
Higher than NVIDIA and all these guys.
What prices are they paying for HBMDRAM?
Higher.
Can you finance those chips easily at the same rate as NVIDIA?
No.
And so it's always like there's a real burden, particularly...
If you use HBMD RAM, you're in the crosshairs of this.
Unless, like Etch, they made really different architectural choices.
Everything that's happening is actually pretty good for him.
By the way, going back to game theory, Anthropic, if they had been as aggressive on compute as OpenAI had been, they would have run away with it.
Now OpenAI is back in the game.
I think Grok is in the game.
Showing 461–480 of 1,686 · page 24 of 85
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