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
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Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

Appearances

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Joint venture to build the world's largest fab here in America.
I think they're going to be successful.
One, they have a partnership with Intel, which is very important because they're getting access to 50 years of institutional knowledge that's just nine months, a few quarters, 12 months, three to five quarters behind the front.
That's an advantage.
Also, an advantage that I believe the Terrafab is going to get attention from the A-teams, all the semicap equipment companies.
One big reason Taiwan's semi-caught up is ASML and KLA Tincor and Lamb Research and Applied Materials.
They wanted them to catch up.
They don't like having a monopsony.
The A teams were in Taiwan working, Intel made some mistakes.
And Presto.
So the A teams will be here because of Elon's reputation in hardware engineering.
And then to a degree that I think is maybe hard for people to imagine in America, where politics has replaced religion.
I think because Elon had his foray into politics that makes it hard for some people in America to see him clearly, which is sad because I do think he's probably doing more for America than any other American.
He's single-handedly bringing manufacturers back to America.
He's revived.
Defense tech.
I think SpaceX is in some ways the most important defense contractor in America.
He's doing a Starlink, it's amazing for the world.
He's creating all these blue collar manufacturing jobs, which is like a goal, I think, of a lot of liberals and good for America.
He's done more than any living human to decarbonize the world.
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