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
mostly fides to the EU.
But there was an unusual amount of one-timers this quarter.
And if you adjust for that, we went from 28 to 35.
That's a material acceleration at this scale.
And that's really before they start to light up the Rubens.
which will come at a meaningful premium before these contracts reprice.
It's been a challenging month.
Is it helpful to kind of like walk through the month, how we got here?
Yeah.
So first, Meta is going to rent out Compute.
And this is seen as like very bearish.
They have excess capacity.
They're going to cut CapEx.
This is a disaster.
This is not at all what it was.
They just reported they didn't cut CapEx.
What it was is they saw SpaceX have a big installed base of compute and sell some big trading optimized clusters into the market at a truly massive premium to these contracted rates.
And at least the analysts liked that.
They saw an opportunity.
There's a lot of speculation they're going to raise capital.
Showing 41–60 of 1,686 · page 3 of 85
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