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
At the same time, what was happening in AI was, I think, the most extraordinary moment in the history of capitalism, the history of American business.
What I'd
just mean by that is that Anthropic, they added eleven billion dollars of ARR.
And what is astonishing to me about this is that the SaaS and cloud revolution it created, we'll call it between five and ten trillion dollars of value.
I would say arguably the three highest profile SaaS companies in the last 10, 12 years are Palantir.
Snowflake and Databricks.
And these three companies employ thousands of people, tens of thousands collectively.
They've all spent 10 years building their businesses.
And Anthropic added their combined businesses in one month.
Nothing like that has ever happened in the history of capitalism.
Forget my career.
Just the flat out history of capitalism, the history of business.
It's wild.
Then Krishna comes on this show and shares some stats.
500% in DR.
Yeah, you do the math on that for three years.
So there's just no precedent for this.
And we tech investors, we hear a lot of discussions about S-curves and investing in exponentials.
I've just never seen an exponential like this.
It felt even more extreme than DeepSeek.
Showing 761–780 of 1,686 · page 39 of 85
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