Gavin Baker (@GavinSBaker) / X

Gavin Baker

10.4K posts

Gavin Baker

@GavinSBaker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. gavin-baker.medium.com

Boston, MA

youtube.com/gavinbakerport…

Joined July 2011

Pinned
Gavin Baker
@GavinSBaker
Jun 8
Really fun to interview my old friend Bret Johnsen in Mission Control. Three parts of the @SpaceX story that I wish were more widely discussed: SpaceX has created thousands of good blue-collar jobs: welders, machinists, electricians. Everyone talks about the need to bring
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19M
Gavin Baker
@GavinSBaker
Dec 9, 2022
1) The fact that Twitter is running well with headcount down significantly really matters. Whether they admit or not, everyone in SV admires Elon. A lot of venture funded CEOs are sending emails like this; inspired by Elon and taking drastic action. Margins are going up.
Gavin Baker
@GavinSBaker
Jan 22, 2025
Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM. SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in
3.8M
Gavin Baker
@GavinSBaker
Jan 27, 2025
1) DeepSeek r1 is real with important nuances. Most important is the fact that r1 is so much cheaper and more efficient to inference than o1, not from the $6m training figure. r1 costs 93% less to *use* than o1 per each API, can be run locally on a high end work station and
3.4M
Gavin Baker
@GavinSBaker
Oct 30, 2025
My firm, @Atreidesmgmt, will be voting in favor of Elon Musk’s performance-based compensation package. And I would prefer that *every* company I invest in have a comparable plan. I believe shareholders should generally support thoughtfully structured performance-based CEO
16M
Gavin Baker
@GavinSBaker
Mar 31, 2025
Worth watching, especially for anyone skeptical on DOGE. @AntonioGracias is one of my closest friends, one of the most exceptional people I know and extremely high integrity. Grateful to him, Elon and many others for serving 🇺🇸 at DOGE.
Mario Nawfal
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Mario Nawfal
10M
Gavin Baker
@GavinSBaker
Nov 11, 2025
Now this is a true banger.
sophie
@netcapgirl
Nov 11, 2025
softbank is selling its nvidia stake to fund companies whose main expense is buying from nvidia?
617K
Gavin Baker
@GavinSBaker
Apr 27, 2024
Can’t decide whether it is funny, ridiculous or sad that the CEOs of Occidental Petroleum and Delta Airlines are on the new AI safety board. Less than half of the 22 members have any real AI knowledge. Also odd that it’s not even vaguely bipartisan, has zero open source AI
2.2M
Gavin Baker
@GavinSBaker
Mar 25, 2023
Interesting trade-off between being engaged in a meeting and remembering the meeting. Taking notes increases the odds you will remember per @hubermanlab but decreases ability to engage IMO. I’ve mostly stopped taking notes to be more engaged. Life is all about trade-offs.
4.2M
Gavin Baker
@GavinSBaker
Feb 18, 2025
Grok-3 is the first model *ever* to score over 1400 on Chatbot Arena and outperforms the best publicly available reasoning models from OpenAI and Google. xAI was founded 13 years after Deepmind and 8 years after OpenAI and is now ahead of both. The “SR-71 Blackbird” of AI labs.
6.1M
Gavin Baker
@GavinSBaker
Apr 4, 2025
Geopolitically, nothing matters more than winning AI. These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters. The semiconductor exemption was irrelevant for AI. Datacenter
813K
Gavin Baker
@GavinSBaker
Jan 27, 2025
Replying to @GavinSBaker
2) Conclusions: 1) Lowering the cost to train will increase the ROI on AI. 2) There is no world where this is positive for training capex or the “power” theme in the near term. 3) The biggest risk to the current “AI infrastructure” winners across tech, industrials, utilities
445K
Gavin Baker
@GavinSBaker
Mar 5, 2025
I am saying “Just grok it” more every day. Fastest change in my online activity ever. Highly recommend.
26M
Gavin Baker
@GavinSBaker
Jul 17, 2021
Play in the Present. Past = Ego Future = Pride Present = Humility Loved this.
Milwaukee Bucks
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Milwaukee Bucks