How Gavin Baker Invests in AI, and Where the Bubble is Going Next
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
How Gavin Baker Invests in AI, and Where the Bubble is Going Next
-
Narrated by:
-
Written by:
In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software.
It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.
Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 AI Infrastructure Thesis
1:47 Gavin’s Track Record
2:57 Bottlenecks in Chips
5:26 Unity and World Models
7:40 Inference
11:20 Four AI Constraints
17:35 Energy and Space Compute
19:08 This Isn’t Dot-Com
24:10 Supply Constraints
26:06 Conclusion
------
RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures