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18:06
Feb 22
@GavinSBaker
The Sun Eater series by Chris Ruocchio is the best science fiction I have read in the last decade.
18:32
Feb 16
@GavinSBaker
RIP Robert Duvall. Such an incredible actor. The scene with Tessio at the end of the Godfather is so good.
13:18
Feb 12
@GavinSBaker
Post: https://t.co/mclLk99CmU
13:18
Feb 12
@GavinSBaker
HBM DRAM > DRAM > NAND from a long term undersupply (longest to shortest) and China risk (lowest to highest) perspective. The equitie…
SMH
HIGH
16:21
Feb 05
@GavinSBaker
Can’t stop thinking about this from @ericjang11 https://t.co/iG3g1dvEcK
13:41
Jan 30
@GavinSBaker
Revenue per employee up 75% for the top decile of AI/software companies in 2025. Probably doesn’t slow down in 2026 given the December revol…
21:21
Jan 29
@GavinSBaker
Grateful to @mehul and @navneetdalal are building something special. Also fun to do more with Sutter Hill. And of course always great to be…
21:21
Jan 29
@GavinSBaker
Delighted that @Atreidesmgmt is an investor in @maticrobots Seeing is believing. Everyone who doesn’t enjoy vacuuming and mopping should b…
21:22
Jan 24
@GavinSBaker
Claude in Excel. For Microsoft, the beatings will evidently continue until morale improves. Also fascinating window into AI native vs. sof…
MSFT SOXX
12:53
Jan 14
@GavinSBaker
Claude Cowork is what Copilot should have been. Evidently built in 10 days with Claude Code while Microsoft has been working on Copilot for…
MSFT SOXX
19:42
Jan 05
@GavinSBaker
Love @semianalysis but competition is good for everyone and @fundabottom is doing outstanding work on AI and the evolving data center archit…
21:51
Jan 04
@GavinSBaker
When the Patriots and the Eagles play at the same time. https://t.co/UF4Vl85P2w
00:19
Dec 27
@GavinSBaker
For the sake of clarity and as some have pointed in the replies, I should note that Nvidia is not actually acquiring Grok. It is a non-exclu…
14:38
Dec 26
@GavinSBaker
Nvidia is buying Groq for two reasons imo.   1) Inference is disaggregating into prefill and decode. SRAM architectures have unique advantag…
NVDA
21:41
Dec 25
@GavinSBaker
Merry Christmas!!! https://t.co/qlSeP8JwRC
20:37
Dec 10
@GavinSBaker
Starlink v3 will be 20 kilowatts and should have no thermal dissipation issues. Elon’s stated plan is 100 kilowatts for each AI satellite; …
SOXX ARKX
19:31
Dec 10
@GavinSBaker
Deeply amused by all the confident commentary that datacenters in space do not work from a physics and engineering perspective. Elon operat…
SOXX ARKX
15:19
Dec 10
@GavinSBaker
Really fun to chat with @patrick_oshag as always.   Investing as the search for truth, peak TPU, the reason xAI is likely to be first to mar…
GOOGL SOXX
20:31
Dec 09
@GavinSBaker
Really good visual summary. Maybe there is something to this whole AI thing. https://t.co/PrP6YP2VLf
18:44
Dec 08
@GavinSBaker
Incredible thread. https://t.co/vYsGXQDFeC
16:38
Dec 08
@GavinSBaker
Would be awesome for the country if he ran. One of the 10 most impressive CEOs I have ever met. Something that made me really like him as a…
16:26
Dec 08
@GavinSBaker
Jamie Dimon is likely to run in 2028. And this initiative will be a big part of his pitch if he does. https://t.co/fsviaAFrWF
18:16
Dec 02
@GavinSBaker
The last year was the TPU's moment in the sun. The next 12 months might be different as the GB300 finally ramps. And then Rubin. Models tr…
SOXX SMCI NVDA
15:44
Dec 02
@GavinSBaker
This is so awesome. https://t.co/mLdpqQh46d
14:28
Dec 02
@GavinSBaker
October: $1.4 trillion in spending commitments. November: Rough Vibes. December: Code Red. Life comes at you fast.
21:00
Nov 30
@GavinSBaker
Deeply strange @nytimes article about @DavidSacks Leading in AI is good for America. And there is no way for America to lead in AI without…
15:16
Nov 23
@GavinSBaker
Yes. And heavily leveraged to both GPUs and TPUs. https://t.co/sPkILWPkdJ
21:53
Nov 19
@GavinSBaker
LoL. Doing the AMD deal and then the Broadcom deal *before* the Nvidia deal was finalized might have been quite a mistake. Highlighting vi…
NVDA
20:54
Nov 19
@GavinSBaker
https://t.co/boFKQfPb3G
19:13
Nov 16
@GavinSBaker
😂 https://t.co/JRGceVssXy
20:12
Nov 15
@GavinSBaker
And nice that silly press releases should be less relevant now.
20:12
Nov 15
@GavinSBaker
Completely agree. Sam Altman’s manifestly ridiculous $1 trillion of spending commitments shifted the AI investing landscape. The market is …
BOTZ