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
We were sort of puzzling over meta strategy at this point.
Tons of resources, cash flow, data centers, they have experience there.
Maybe they're not as fast as SpaceX, but there's a lot there.
But it's a completely different motion to go into token factory, and yet there's still a lot of demand.
So how do you think all of that plays out?
Or even there was like a killer feature within Instagram.
It's like, oh, people are shopping in Instagram now.
Push in four.
I mean, the other quote from Talladega Nights is, if you're not first, you're last.
It's all the windshield.
I'm interested to go a click deeper on the idea of like value will accrue to companies that are in the token path.
I think that phrase is extremely powerful right now, but I want to sort of expand it and understand the fringes of the token path because we talked to Matthew Prince at Cloudflare, stocks at all time highs.
it's delivering tokens at the edge and obviously there's an immense amount of ai agents that are interfacing with different websites they need to be distributed so there's a lot of value there but is cloudflare in the token path if they're the one finally sending you the packet of tokens at the edge or does that not count how does that how do you think about that
Most of the tokens are happening internally, and then you just get the result.
Yeah, I mean, Matthew was talking about co-locating NVIDIA servers on the edge, specifically for the delivery of voice models, because you want those to be very low latency.
Maybe you want your coding model to go off and cook
in Virginia for 20 minutes or an hour and then come back to you with the final result.
But, uh, if you're trying to actually talk to a model, you probably want it as fast as possible.
What about on the opposite end?
On your house.
Showing 1361–1380 of 2,717 · page 69 of 136
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