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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You are clearly in a very capital-intensive game.

Even if you are anthropic, I'm sure is at very positive gross margins on inference today.

I think Anthropic probably starts generating cash this year if they are not already generating cash, which I think is probably the case.

But still, you probably want to be able to raise more capital, access more compute.

The world is uncertain.

Certain.

Ukraine is starting to really, really win.

How is Russia going to respond?

I think there's still a lot of uncertainty in Iran.

All this uncertainty, I think, probably amplifies geopolitical uncertainty over time.

So it's an uncertain world.

If I think about Elon, Elon has always made investors money.

He treats it like a sacred covenant.

And as a result, because he's made people money for now.

20 years, he has a superpower.

That is, he could essentially raise as much capital.

as he wants, whenever he wants.

I do think being focused on making investors money.

Is wise and creates benefits that don't just last for like a year or

They can

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