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
among those who feel left out and left behind in capitalism.
We all think that we need to go public sooner.
The reason I think it is destabilizing
when you're creating trillions of dollars in private value and 80% of America think it's a scam where they're left out and left behind.
Right, so all I'm saying, like I said about, they asked the question on CNBC last week, if you had $100,000 of fresh capital and you were sitting at home, is today the day that you would shove it all into the market?
And I said, no, I think about it in sizes, right?
We just had two of the biggest months in the last 10 years in the public markets.
They've been big months.
So if I had a stack of 100, I may put 30 to work today.
I'm never going to pick the bottom.
I'm never going to pick the top.
But I certainly wouldn't be putting it all to work.
And I'd say the same thing about late stage privates, people who are YOLOing into this stuff, and then they feel really disappointed.
They're like, hold on a second.
I bought the SpaceX IPO and it didn't go up 3x.
You're selling into this.
Right?
I have LPs in this room who say, listen, we invested in your VC5 or VC6 seven or eight years ago.
If you can go sell a slice of that at four or five X and we get DPI and it's priced really high, then go sell some of it.
And we often don't talk about this in venture land.
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