Gavin Baker
speaker
2,717 appearances
14 recordings
4 series
first heard Dec 2024
last heard 26 Jun
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Jun 2026 with 6.
Appearances
They found a toilet company that makes a particular material that goes into semiconductor supply chain.
People are hunting for like the final ingredient.
Maybe it's just sand that turns into silicon.
Ajinomoto, yeah.
Maybe beachfront property, but that's about it.
Firmly in the token path.
I think that's a meme.
So people have gone so far on the Mistral Le Chat thing, Le Chaton, that they're saying it's like mythos is distilled on it and it's breaking all the benchmarks.
I think it's a good model, but I don't know that it's quite there yet.
But you can imagine that we get there for sure.
Yeah.
What do you think the drivers are of the widening gap between Chinese open source models and American closed source models is?
Oh, yeah.
Yeah, yeah.
It seems like they're getting much better at locking down the reasoning traces, locking down the espionage.
It feels like back during the 01 days, the labs weren't even aware that distillation was so possible that that was something that was such a potential threat for sure.
I have one last question.
You mentioned owning NVIDIA sub $2 billion.
What is the health of the sub $2 billion market right now?
Is there anything that you're excited about?
Showing 621–640 of 2,717 · page 32 of 136
← Previous
Next →