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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When everybody just went to all you can eat.

And by the way, long distance is the same thing.

AI is just shifting from all you can eat to pay by the drink.

And it turns out people really like to talk to their friends long distance.

They really like to talk to their friends on the phone.

And people really like to use AI.

And particularly now that one person can have a hundred agents working.

So I think the shift to usage-based pricing.

Is probably why you will see OpenAI and Anthropic exceed well over $200 billion in ARR this year.

Not only is more compute gonna become online, but they're gonna be able to push.

Frontier token pricing with these usage enterprise models.

It's sad.

It's sad for the world, because it just means if you can't afford that, you're not at the frontier.

And I think it's gonna throw off a lot of investors' intuitive sense of the capabilities of AI.

But yeah, continual learning, man.

I mean, if we solve that.

How do you conceptualize that?

AI is constantly updating its weights.

I mean, it may end up being something different.

There's so many mysteries about the human mind.

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