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
The bankers, like 20% perfect.
20% pop almost to a T. Yeah, what I mean by that is like, it would have been more dramatic if it had like popped up 70% and then went down 30 and then went up 50 and it was drama, but it was just like perfect execution from start to finish.
Was that how you interpreted it?
What do you think the market is looking for SpaceX next?
Is it all eyes on the first earnings report?
Where do we go from here?
Because there's so much of the SpaceX story pre-IPO that was a decade out, five years out, two years out.
But is the market going to be processing quarter by quarter plays like many other companies?
I was just listening to him on the Brad Gerstner podcast.
I think he chimed in on that, right?
You brought him with?
There we go.
So all eyes on Colossus 3, 4, 5, 6, 7, 8, 9, 10, et cetera, at least in the short term.
On the topic of Elon Web Services, is there a world where SpaceX winds up building out more of what looks like AWS?
We've seen between OpenAI and Anthropic, there's this tension of you've got to be on AWS because ITAR or the ecosystem or enterprises just want to be on AWS.
They won't even go over to Azure or Google Cloud for whatever.
And you could imagine, is it enough to just be a token factory or do you need to have...
You know, a database and in-memory storage and, you know, cloud storage and cold storage and all the things that ABS provides.
Yeah.
How are you thinking about the other hyperscalers, the other big tech companies?
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