Gavin Baker

But I think there will be a lot of rhetoric that is at odds with what you're saying before you end up being right.

But I think there will be a lot of rhetoric that is at odds with what you're saying before you end up being right.

I think there's too much money in politics now.

I think there's too much money in politics now.

I might feel very, very differently if I didn't agree so profoundly with the largest donor in this political cycle. I would say the reality is, as long as the money raised on each side is roughly equivalent, I don't think it really matters. That would be my take. You just want some equivalence. That's all.

I might feel very, very differently if I didn't agree so profoundly with the largest donor in this political cycle. I would say the reality is, as long as the money raised on each side is roughly equivalent, I don't think it really matters. That would be my take. You just want some equivalence. That's all.

Yeah, it's pretty wild, actually.

Yeah, it's pretty wild, actually.

Like what's your sense of this? Yeah. Yeah. I want to get the G1, which is their humanoid robot.

Like what's your sense of this? Yeah. Yeah. I want to get the G1, which is their humanoid robot.

Profoundly agree. I think year of the robots, inclusive of FSD. I think FSD works today and it's going to It's going to cross into mainstream adoption where I already notice, particularly if I'm taking an Uber late at night, I really, really prefer to have a Tesla. Just sometimes you get an Uber driver who's tired. And I just feel a lot safer if they have the FSD running.

Profoundly agree. I think year of the robots, inclusive of FSD. I think FSD works today and it's going to It's going to cross into mainstream adoption where I already notice, particularly if I'm taking an Uber late at night, I really, really prefer to have a Tesla. Just sometimes you get an Uber driver who's tired. And I just feel a lot safer if they have the FSD running.

And then obviously using it for yourself is amazing. But I think it's going to continue compounding at an accelerating rate. I think in a lot of ways, what I'd say broadly is, I think for a while, it's going to be big businesses are winners, big businesses that use AI thoughtfully.

And then obviously using it for yourself is amazing. But I think it's going to continue compounding at an accelerating rate. I think in a lot of ways, what I'd say broadly is, I think for a while, it's going to be big businesses are winners, big businesses that use AI thoughtfully.

And the reason is, is that with what is happening, what O3 showed us, OpenAI's new model, a combination of reasoning and test time compute, Like I think if you're a big business and you can pay a million dollars to let an AI think for six weeks about the most important question for your business, that's gonna be a profound advantage relative to small businesses that can't afford that.

And the reason is, is that with what is happening, what O3 showed us, OpenAI's new model, a combination of reasoning and test time compute, Like I think if you're a big business and you can pay a million dollars to let an AI think for six weeks about the most important question for your business, that's gonna be a profound advantage relative to small businesses that can't afford that.

And by the way, we are the other, like inference compute is gonna be the kind of derivative winner of that. We're gonna run out of GPUs, accelerators, compute, in 2025 the same way we did in 23.

And by the way, we are the other, like inference compute is gonna be the kind of derivative winner of that. We're gonna run out of GPUs, accelerators, compute, in 2025 the same way we did in 23.

Absolutely.

Absolutely.