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
We can debate whether it's 80, 90, or 95, but super high towards open source tokens.
And for whatever reason, the market thought this was negative, but the reality is a token is a token, and you need the exact same amount of compute to make a token all else equal.
It takes the same amount of flops, the same amount of memory, the same amount of watts.
tokens are not equal but broadly speaking all open source taking share does is take margin dollars out of the frontier model layer there is elasticity thereby driving token demand you need more demand for compute and the margins you know anthropic and
Open source, they all run on the same underlying cloud providers who charge the same amount of compute.
So you're literally just taking margin from frontier models and essentially driving more margin dollars into the AI infrastructure layer.
That was the catalyst.
Well, yeah, Jensen is the world's largest supporter of open source.
He is like a super idealistic guy.
He's a patriotic American.
I think he always does what's right.
But does it really stand to reason that Jensen would be the world's biggest supporter of open source if it was bad for his business?
He'd still support if it was the right thing for the world.
And by the way, I think open source is really important to world where there's just one or two dominant frontier models that charge like 90% margins.
It's not good for humans.
It might not be good for society.
And I think we want a lot of models as we've discussed before.
So then it's like, okay, the market digests that and comes to terms with it.
Then China has a DUV machine.
You know, everybody's in these baskets.
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