gavin

Gavin Baker - AI, Semiconductors, and the Robotic Frontier

发表于 2024-08-28 ramp gavin baker

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my …

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI

发表于 2025-12-10 gavin baker episode

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never for…

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