Nvidia v. Google, Scaling Laws, and the Economics of AI
3 days ago · Nvidia v. Google, Scaling Laws, and the Economics of AI Gavin Baker is the Managing Partner and CIO of Atreides Management. We cover the infrastructure arms race …
Gavin Baker - Nvidia v. Google… - Invest Like the Best with ...
2 days ago · Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI Invest Like the Best with Patrick O'Shaughnessy My guest this week is Gavin Baker. Gavin is the …
Q&A with investor Gavin Baker of Atreides Administration on ...
1 day ago · Technology Q&A with investor Gavin Baker of Atreides Administration on the economics of AI, knowledge facilities in area, errors SaaS corporations are making in adopting …
How the Battle at the Frontier of AI Drives Value in Industry ...
1 day ago · Baker’s background as founder of Atreides Management, and previously a leading technology portfolio manager at Fidelity, gives him a uniquely credible vantage point.
Q&A with investor Gavin Baker of Atreides Management - One ...
1 day ago · Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more Published …
Gavin Baker - Nvidia v. Google, Scaling Laws, and the ...
3 days ago · Listen to Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451] from Invest Like the Best with Patrick O'Shaughnessy (1 hr 29 …
Q&A with investor Gavin Baker of Atreides Management on the ...
16 hours ago · Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more — In …