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 obviously that would not all be lit up at the beginning of 27.
And it seems very implausible to me, like I almost don't believe the funder report, but to this day, the only companies that have brought on more than 500 megawatts
of power in a year are the hyperscalers, Corweave, Crusoe, and SpaceX.
SpaceX has kind of brought on the most, the fastest, at the lowest cost.
People do actually really like their clusters.
But again, it's kind of like the market is going to need to see that.
That would not be the market's interpretation of SpaceX today.
No, no.
And it does feel like, you know, there's this big New York hedge fund short case on it.
And I think they think the spot price for compute is going to go down 90%.
You're going to bring on all this compute.
It's not going to generate, you know, nearly as much revenue as you think.
Maybe, but I also want to be really clear.
I've seen Elon's companies do really impressive things.
The Funder AI report of 8 gigawatts in 18 months, I'm just quoting that because it's public, it's available to everyone.
I think one of Elon's phrases is, we specialize in making the impossible late.
Yeah.
You know, there's like kind of a lot of truth to that.
Yeah, yeah.
But I just think very little is built in from my perspective to that stock for the amount of compute that they might be able to bring on.
Showing 701–720 of 1,686 · page 36 of 85
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