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 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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And again, I don't think it's anywhere near eight.

And it's going to be really hard.

And energizing these GPUs is really hard.

But they've been good at it.

It doesn't feel like that's in estimates or really in people's thinking.

Absolutely.

And then I would also just say, like, I did spend a lot of time at Starbase and orbital compute feels more real every day.

Pretty cool to see the Starship landing.

And it's, you know, it is funny.

Our friends at Benchmark, they funded StarCloud.

And I don't know, last time StarCloud is an orbital compute company that like SpaceX is kind of partnering with.

They're going to, I think, let them use the Starlink laser technology, which is really important for orbital compute.

But I do think that's like kind of a good sanity check.

Last time I checked, the Benchmark guys were pretty smart.

And they're not coming from the Elon ecosystem at all.

And they chose to fund an orbital compute company, a decent valuation, without the internal launch costs that SpaceX gets.

To me, that's a good, like, hey, am I crazy?

And it's like, well, maybe I'm crazy, and maybe Elon's crazy, and maybe Benchmark is also crazy, and maybe the SpaceX engineers are also crazy.

But man, that just doesn't seem that probable to me anymore.

Should we say whose offices we're in?

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