Gavin Baker

speaker

289 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Gavin Baker’s voice in public audio — every appearance, attributed to the second.

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All-In with Chamath, Jason, Sacks & Friedberg · OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis · 9 Aug 2025 podcast

Grock five's coming soon.

You know, they have more and I I should note my firm

Is a shareholder of XAI.

So, you know, as much as I try to be objective, I am for sure biased because I am human and to be human is to be biased.

But um they have the largest Blackwell cluster, so I'm I'm optimistic for Grok 5.

But you know, we're we're waiting on Gemini.

I would expect there to be a very, you know, an impressive new Gemini model, and we'll see how that lands relative to both Grok and GPT-5.

But I do think it's significant that this is the first time that OpenAI has not been able to clearly beat a competitor on all metrics, you know, a month after a new frontier model was kind of released from one of their chief rivals.

I mean in all fairness to OpenAI, the the router that kind of auto-selects the right model was apparently broken for the first kind of twelve or sixteen hours of the model's release.

It wasn't working.

Really?

Yeah, it was not working consistently for all users.

Yeah, so m you know, the scores may improve.

But yeah, I mean the one thing OpenAI is like they are a very good product.

just really, really good.

And I just always go back to the statement from Eric Vishria, you know, uh who's a venture capitalist at uh at Benchmark, brilliant man.

And he just he said it was on X, you know, it might be that if OpenAI never releases another model, they're still a really valuable company because they have so many users and they're so good at product and they do have a lot of distribution.

I think.

Estimating the TAM this early, it's hard to do it with any precision.

You know, I think your your methodology is as good as any, but we can measure the economic return on these investments.

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