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 got to get more dollars at risk, shove more onto the table in both anthropic and public market stocks.
But then 75 days later, it's all changed, right?
Yeah, it's fun.
99 was Vegas on a Friday night after way too many drugs.
Yes.
Okay?
Like, it was...
out of control nuts.
CMGI had no revenue and the stock went from $2 to $2,000 over the course of six months.
Then buy Foxborough Stadium.
They're on the cover of Time Magazine and they're out of business two years later.
That is very different than Anthropic, OpenAI and SpaceX.
These are extraordinarily real businesses.
So I think the better compare is like 2021.
Yeah.
right, where valuations get ahead of themselves or they're at the top end of the range, we could have a normal run of the mill consolidation in the public markets in the semi index of 10 or 20%, which means high beta would be down 30 to 40%.
And a lot of people who just got in would be panicking, right?
But the people who have been in for six months or three years would notice that that's just a blip.
I don't think it's at all like 99 needed.
I mean, I take a company, you know, in that what I call inflection growth, Jamash, so these are companies, the thousand companies that are over 3 billion, but let's call it sub 50 billion.
Showing 1521–1540 of 2,717 · page 77 of 136
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