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

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

Appearances

newest first · ▶ plays the moment

TBPN · Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN · 16 Jun 2026 podcast

We've seen an exponential increase in AI usage and we are tracking to spend billions on internal use alone in 2026.

The memo said, at the same time, individuals and teams have limited visibility into and control over how they use AI.

In 2027, we expect Meta will move towards managing AI tokens in a more structured way with bullet budgets, allocation decisions, and supporting tools.

That makes sense.

You have a marketing budget.

You should also have a token budget.

That makes sense.

I mean, they're, like, you know, catching up to the frontier with... Yeah, I mean, Zuck has talked about this.

It's the same pitch as take a frontier model, bring them in through some sort of consulting partner.

They fine tune on your business workflow.

They automate your business process, but your business process in this case, if you're meta is generating code that makes your social networks better.

You should be able to put a lot of the SpaceX bull case on Meta, right?

It's like, sure, maybe Colossus was built a little bit faster, but Meta's pretty fast.

Coding seems like it makes sense.

Fox is buying Roku, the streaming service, for $25 billion.

It's in the Wall Street Journal.

$25 billion in the Wall Street Journal here.

Let me refresh the page, see if they updated it.

It still says $25.

Okay.

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