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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jun 2026 with 6.

Appearances

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TBPN · Gavin Baker: SpaceX Might Be the Greatest Company of All Time · 15 Jun 2026 podcast

What do you think the drivers are of the widening gap between Chinese open source models and American closed source models is?

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?

Maybe not even like public companies, but private areas.

I mean, we're starting to see the knock-on effects of AI and bio and material science.

And like Neuralink was sub $2 billion for a long time, right?

And so there are more like not in theme, but accelerated by.

So I don't know.

There's also just like, you know, a SaaS company.

Sometimes civil penalties, all sorts of different things.

Companies went bankrupt.

There were all sorts of different perturbations in the market.

And of course, we got a bunch of really enduring generational companies through that period too.

It is different than a research than a sell side research report that maybe goes a little bit too far, but there's still a whole compliance department around it.

We are in uncharted territory.

So everyone needs to stay safe out there and do your own research, I suppose.

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