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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All you had to do in March was simply observe what was happening to Anthropic.

And there's all these people who seem to regret not buying during 22, not buying during COVID, not buying during DeepSeek.

You had the same valuation setup at the beginning of April and an even clearer AI inflection.

So there have been all these chances.

to buy into AI and then of course what complicated it was the Strait of Formos.

I became a believer and am a believer that I think maybe one thing that the market was mispricing.

I'm no macro expert.

I do do a lot of pro national security investing.

So I do have access to people who are experts and are excited to share their thoughts and opinions with me.

And that the Strait of Formula's being closed is actually relatively awesome for America.

Why?

particularly for the goals of the current administration.

So electricity is a very important industrial or manufacturing.

The key input into American electricity prices, which feeds into AI, is in G1, natural gas, water, and Bloomberg.

That was down 20%.

And natural gas in Asia, Europe, everywhere else, doubled or tripled.

Our relative manufacturing competitiveness improved overnight.

And for better or worse, that is what the Trump administration seems to care about.

They are very focused on America's relative position.

And I think a lot of people had memories of the 1970s.

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