Gavin Baker

Above and beyond whiz. I mean, CoreWeave bought Weights and Biases, which I think is a really interesting acquisition for them that kind of kind of further differentiates them and maybe decommodifies them a little bit. But there have been quite a few acquisitions by big companies of smaller companies in the last month.

Above and beyond whiz. I mean, CoreWeave bought Weights and Biases, which I think is a really interesting acquisition for them that kind of kind of further differentiates them and maybe decommodifies them a little bit. But there have been quite a few acquisitions by big companies of smaller companies in the last month.

And I think because none of the companies that have been bought have been public, maybe it's flying a little under the radar, but it's happening in, I think, an accelerating way. And I think this would be very good for the market and animal spirits and everything that we care about.

And I think because none of the companies that have been bought have been public, maybe it's flying a little under the radar, but it's happening in, I think, an accelerating way. And I think this would be very good for the market and animal spirits and everything that we care about.

Oh, yeah. And I think this will be part of, you know, the upcoming negotiation between America and China. But it is hard. You know, if we can't, you know, if America cannot keep illegal drugs out of, you know, out of our own country, these GPUs are arguably dramatically more valuable per capita

Oh, yeah. And I think this will be part of, you know, the upcoming negotiation between America and China. But it is hard. You know, if we can't, you know, if America cannot keep illegal drugs out of, you know, out of our own country, these GPUs are arguably dramatically more valuable per capita

unit you know like a blackwell is like you know the size of this and it's just hard particularly like you know america we're trying to keep drugs out here china is trying to bring the gpus in and it's kind of significantly you know i think harder to prevent than than you know smuggling of illegal drugs now everybody does their best but um

unit you know like a blackwell is like you know the size of this and it's just hard particularly like you know america we're trying to keep drugs out here china is trying to bring the gpus in and it's kind of significantly you know i think harder to prevent than than you know smuggling of illegal drugs now everybody does their best but um

Yeah, the United States, I think it's always going to be kind of a game of cat and mouse until you get some sort of grand bargain. And right now they're allowed to sell certain kinds of GPUs into China, and I'm sure there'll be

Yeah, the United States, I think it's always going to be kind of a game of cat and mouse until you get some sort of grand bargain. And right now they're allowed to sell certain kinds of GPUs into China, and I'm sure there'll be

I think we're putting enough friction into the system. that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their own semiconductor ecosystem and, you know, pressure to kind of, you know, necessity is the mother of innovation.

I think we're putting enough friction into the system. that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their own semiconductor ecosystem and, you know, pressure to kind of, you know, necessity is the mother of innovation.

And these export controls are creating an immense incentive for China to be really algorithmically innovative. And you saw that with DeepSeek, where there were some real algorithmic innovations.

And these export controls are creating an immense incentive for China to be really algorithmically innovative. And you saw that with DeepSeek, where there were some real algorithmic innovations.

In the next five years, I think zero. I think it's really, really hard. But over the 10 years, who knows? And if you're the CCP, 10 years isn't that long. If you're America, 10 years is an eternity.

In the next five years, I think zero. I think it's really, really hard. But over the 10 years, who knows? And if you're the CCP, 10 years isn't that long. If you're America, 10 years is an eternity.

Look, I do think if... Agents materialize as a reality, and Manus is maybe a little bit of a chat GPT moment for that. I would say OpenAI and Anthropic. Anthropic developed something called the Model Contact Protocol that OpenAI just adopted. I think it will become a standard, and it makes it really easy for an LLM.

Look, I do think if... Agents materialize as a reality, and Manus is maybe a little bit of a chat GPT moment for that. I would say OpenAI and Anthropic. Anthropic developed something called the Model Contact Protocol that OpenAI just adopted. I think it will become a standard, and it makes it really easy for an LLM.

Stripe can just integrate with MCP, and then any LLM that uses MCP can interact with Stripe. And this is solving a big, big problem for agents in terms of just making them much easier to use, much more standardized. But if agents become a reality, one, the ROI on AI and Blackwell is going to be very high.

Stripe can just integrate with MCP, and then any LLM that uses MCP can interact with Stripe. And this is solving a big, big problem for agents in terms of just making them much easier to use, much more standardized. But if agents become a reality, one, the ROI on AI and Blackwell is going to be very high.