Gavin Baker

Appearances

• 
  Invest Like the Best with Patrick O'Shaughnessy

  Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485] · Aug 2026

  Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473] · May 2026

  Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451] · Dec 2025

  Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] · Aug 2024

  Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260] · Jan 2022

  Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167] · Apr 2020

  Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149] · Nov 2019

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• 
  This Week in Startups

  Gavin Baker on AI platform shift, upside vs downside, extinction risk, Nvidia outlook & more | E1764 · Jun 2023

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• 
  The a16z Show

  Gavin Baker: Why AI Demand Is Outrunning Compute Supply · Aug 2026

  Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy · Jul 2026

  "Is there an AI bubble?” Gavin Baker and David George · Oct 2025

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• 
  Capital Allocators

  Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) · Mar 2026

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