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 months
6 · Jun OctJan 26AprJulnow

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

Appearances

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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.
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.
Yeah.
And Starship's going to get bigger based on their roadmap.
It's going to get a lot bigger.
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