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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Fought the bubble in ninety nine.

And he retired in early 2000 because I think he just couldn't take it.

He knew it was wrong.

His clients were deeply skeptical.

George, you're out of step.

He had white hair.

He's a truly great man.

I only overlapped with him briefly, but he was a very important mentor and friend to my good friend and mentor Jennifer Urig.

So I have a lot of Vanderheiden DNA through her.

He was the same person who said being early is the same thing as being wrong.

George retires because he can't take the underperformance and he can't take clients saying, What's wrong with you?

You don't get it.

And he has like 40% of his funding.

tobacco, 40% did home builders.

And literally he probably outperformed the NASDAQ by like 20 or 30 X over the next three years.

And I have been optimistic that this fundamental shortage of wafers, which really today is controlled by Taiwan Simi, will prevent one.

If Taiwan Simi did what Jinsen wanted, I think NVIDIA could sell two trillion dollars of GPUs.

In twenty-six or twenty-seven, maybe two and a half trillion, maybe three trillion.

But there is a limit where consumers would consume so much that you probably would be in an overbuild.

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