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

You know, most of the companies investing these big dollars into AI data centers are public.

They report quarterly financials.

You can calculate some you know, something called return on invested capital.

And it's actually gone up.

since they started making these AI investments.

And at first, a lot of it was maybe through OpEx savings, but that is what you would expect with AI, um kind of, you know, silicon to replace, you know, silicon opex to replace human opex.

But more recently, you are starting to see some really significant accelerations in revenue growth.

Um, you know, Meta just reported a quarter with revenue significantly ahead.

And I think a lot of that was due to AI, AI making uh people spend longer and AI improving, you know, the quality of their ad targeting systems, such that advertisers get a better ROAS and spend more.

But the economic return thus far has been here.

And it is, you know, even Microsoft, I mean, for me, Copilot is not the best product, but even Microsoft on their call talked, you know, they shared some pretty astonishing stats about copilot uptake.

So I do think the economic returns are here thus far.

And that is a good sign because, you know, this early in the internet, the economic returns weren't there.

And I think maybe the, you know, the the the biggest difference between this and the internet is a lot of the capital.

that went in during the internet era, which is often called the tech bubble, it was really a telecom bubble.

It was deployed into something called dark fiber.

And that means exactly what it sounds like.

Fiber optics that people spent tens of billions of dollars laying

And then it was dark because it was not utilized, but there was an expectation it would be utilized.

Completely different here with AI, where one of the biggest problems with GPUs and you know AI data centers is the GPUs are used so intensively that they melt.

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