GavinSBaker (wnuz126014)

GavinSBaker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

12 Followers

Recent casts

Given the massive - and increasing - importance of test-time compute and post-training RL shown by Grok-4’s absolute dominance, being the low cost producer of tokens is more important than ever. As an aside, this is the first time in my career as a tech investor that being the https://t.co/7maPYbkh9H

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The benefits of trade broadly benefitted the American population via lower prices while really hurting small segments of America due to plants being closed. i.e. Americans really like it that flat screen TVs are crazy cheap. The 2024 election showed that Americans also do not

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Little else is requisite to carry a state to the highest degree of opulence from the lowest barbarism, but peace, easy taxes, a tolerable administration of justice and a *tiny* bit of policy stability.

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Top casts

Telecom capital intensity (capex/revenue for the big 3 US carriers) approaching 15 year lows is interesting. And there are some noticeable network quality differentials. https://t.co/WFrAvbHFGP

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Lots of commentary last night that telecom spending is beginning to accelerate. *If* someone tries to create a coherent multi-campus training cluster next year as telecom spending rebounds, then I think we are likely to see an optics shortage.

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Micron commentary at Keybanc just now: Data center demand remains very robust with continued AI strength and traditional servers (CPU) recovering. Blackwell delay & roadmap changes sound like they were communicated to customers and suppliers early last week so maybe some

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LFG. Grok-2 is now tied for second on the @lmsysorg leaderboard and still improving. No AI lab is improving their models at a faster rate than @xai - they are compounding model quality roughly 20% faster than the second fastest. Yes, I am biased but facts are facts.

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Onchain profile

Ethereum addresses