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.

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I think it's the trickiest area of the investing landscape because they're the beneficiaries of high valuations, yet they still have binary risk.

Right.

Right?

Like, Anthropic OpenAI, SpaceX, I don't think these companies have binary risk.

I agree.

But there are a lot in, you know, in that bucket that do.

And so, I mean, we own most of the ones I want to own.

I can't give you one that we don't want to own.

If I want to own it, I generally own it.

Yeah, it's a hard question.

I'll give you... How about the last one you bought?

I'll give you one.

I'd say, like, Sierra, Brett Taylor's company.

What do they do?

So, they're building, basically, Salesforce...

Agent native.

Got it.

So sales, marketing, customer service agents that are agent native.

I'll give you the downside and the upside.

We also own a company called Parlo in the same space in Europe that I think is really interesting.

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