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
Downside, OpenAI and Anthropix say, we're going to do this.
And all of a sudden, it eviscerates their hundreds of millions of dollars in revenue.
The upside on these businesses is that they actually have already built very sophisticated agentic layers, and that all these guys, Meta, Google, SpaceX, come along and say, we want to buy you, because we want to accelerate our path into agent first.
Tens of millions of customers, 14 lines of business.
They're like a billion dollars in revenue.
Please join us in welcoming Gavin Baker, managing partner and CIO of Atreides.
Like old times, like old times.
This panel, I actually was backstage.
I said, Gavin, do you know we're talking about secondaries?
He's like, what do you mean?
And I said, okay.
So here, let's just set this up for everybody.
The room's full of people who are allocators.
People are looking for distributions.
So this is secondary markets over the course of the last decade.
This is the amount of money going into VC each year, the amount of money coming out of VC each year.
The red line represents the net effect of that.
So, Chamath, we're in like five years, right, where a lot more is going in than is coming out.
But the secondary market is at record volume.
So this is, you know, I call these companies quasi-public companies.
Showing 1561–1580 of 2,717 · page 79 of 136
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