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
Those are the companies on the Pareto frontier.
And they have the compute.
Do you think after watching that, anyone is going to let off the gas?
Right.
It was, I think, four months ago that Dario was talking about how it was a really thoughtful commentary, but he's like, it's really, really hard.
Because if you buy too much compute, you could go bankrupt at the scale of these things.
But if you don't buy enough, you could lose.
Well, OpenAI just got back into the game, and now SpaceX is in the game in a big way with Grok 4.5 and Cursor.
After watching that, from a game theory perspective, is anybody going to back off anytime soon, especially if it can be funded out of operating cash flow?
I mean, essentially everyone out here is more bullish than me, man.
Yeah, no, but just basically that renting an H100 for a year would cost $250,000.
And that's 15x the current spot or something.
Exactly.
Like, wow, you know, that was just like... That wasn't in my book.
That wasn't in my... Forget my like Bayesian probability space of expected outcomes.
That wasn't even in my considered but dismissed as totally unlikely outcomes.
Dworkash, he's a very smart guy.
He's very plugged in.
Then he pointed out that margins on compute are going up.
The amount of compute is going up and inference margins going up.
Showing 481–500 of 1,686 · page 25 of 85
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