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
greedy on valuation, never pushing valuation.
Just that simple.
My friend Antonio pointed out SpaceX compounded it low 30% per year for a decade.
And that was just because Elon was, I think, focused on preserving the superpower and having trying to strike a fair balance between investors and employees.
I think it's wise, but could Anthropic raise money at probably a at least a 100% premium to this rumored latest market?
I think capitalism is going to solve the Watts shortage, absent big regulatory or political blowback, which I think is a real possibility.
The head of data center infra investing at one of the big PE firms, Blackstone Apollo, KKR, said it used to be energy and chips were our biggest gating factors.
Now it's zoning and approval.
Much more important.
I think a lot of companies are waiting till after the midterms to take action in terms of maybe workforce reductions.
Nobody wants to be opinada during the midterm.
Terms.
You've seen a lot of companies that make turbines announce a plans to significantly increase capacity.
There's like two of these machines that can cast these big blades.
We haven't made one in 80 years in the West.
We don't know how to make them anymore.
All of that is true.
By no means am I minimizing the industrial engineering magic and artistry that goes into those, but capitalism is very good.
It's all
solving problems like these over time.
Showing 881–900 of 1,686 · page 45 of 85
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