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
The companies that are on the Pareto frontier are, and this is by the way, a big change and a consequence of what we talked about last time: Google losing their per cost token leadership as a result of making very conservative design decisions with TPU V8 to try and take it away partially from Broadcom and NVIDIA continuing to make aggressive choices.
But Google dominated the Pareto frontier, the Pareto frontier being intelligence versus cost.
And I think this is.
The most important thing to look at to analyze AI labs.
Google dominated that nine months ago.
Every point on the Pareto frontier.
OpenAI, XAI, and Anthropic were inside of them.
Now the Pareto Frontier is dominated by anthropic, open AI.
And then Grok 4.3 is on the Pareto frontier.
It's clearly the best lowest cost $500 billion parameter model.
And then Gemini 3.1 is hanging on to the Pareto frontier.
And if I were to bet, I would bet that they're subsidizing that out of pride.
I would just say a violation of Richard Sutton's bitter lesson is for sure the biggest risk to this trade, to all of AI.
The closer someone is to AI, the more skeptical they are this will occur.
One thing I think contributed to weakness in March was, you know, a much more stupid version of Deep Seek, which was this thing called turboquant.
And TurboQuan is some Google memory optimization that was written up in a paper a year ago.
And then during the middle of an agreement, while Google was negotiating with Micron, Samsung, and Heinex to sign some LTA that would lock in really high prices for a long time, they release this.
What people do is always more important than they say, and they just kind of publicize it on X.
And it goes viral.
Like, oh my God, DRAM is cooked.
Showing 1121–1140 of 1,686 · page 57 of 85
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