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 if you multiply those three, that's how you're getting this crazy acceleration in the sum of the labs plus open source, although the margins on open source are not really going up.
I look at what's happening in the stock market and I feel like a foolish optimist.
And then when I talk to people, whether it's people at the labs, anyone in this ecosystem, I'm like bearish relative to essentially everyone.
Just a strange state of affairs.
I think both could be true.
Make an analogy, like let's just say a DUV machine was a jet turbine, and now an EUV machine is like a warp drive.
DUV machine's like a propeller plane, EUV's like a jet turbine.
They didn't have it before, and now they allegedly do.
And that is like a phase transition.
You've gone from like liquid to solid.
Now, that solid, that jet engine, prop plane, whatever, is 25 years behind.
But still, it's important.
And I don't think it should be dismissed.
But I also...
Yeah, it's kind of funny.
You just see this in the stock market.
The stock market massively overreacts.
And then if this ever hits ASML's orders, maybe it hits it in five years.
And like the market has forgotten about it, got worried about it, forgotten about it, got worried about it, forgotten about it multiple times along the way.
So I do think that was probably an overreaction, but we shouldn't dismiss that either.
Showing 501–520 of 1,686 · page 26 of 85
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