Invest Like the Best
Invest Like the Best

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

Dec 09, 2025 · 1h 25m

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 forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune …

Denna episod har inte transkriberats ännu

Använd STT.ai för att transkribera denna episod med AI. Få exakt text med högtalardetektering, tidsstämpel och export i flera format.

Ändra denna avsnitt
Högtalardetektering Tidstämpel på ordnivå Export som SRT, TXT, JSON

Fler avsnitt

Sergey Levine - Building LLMs for the Physical World - [Invest Like …
Mar 31, 2026 · 1h 6m
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like …
Mar 24, 2026 · 54m
William Hockey - Building the Operating System for the Dollar and Silicon …
Mar 17, 2026 · 1h 10m
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Mar 10, 2026 · 1h 21m
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest …
Mar 04, 2026 · 1h 15m
Dan Sundheim - The Art of Public and Private Market Investing - …
Feb 24, 2026 · 1h 15m
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Feb 18, 2026 · 1h 3m
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like …
Feb 10, 2026 · 1h 35m
Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]
Feb 03, 2026 · 55m
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like …
Jan 29, 2026 · 1h 16m