Episode Details
Back to Episodes
How Gavin Baker Invests in AI, and Where the Bubble is Going Next
Description
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