Gavin Baker

HBM DRAM > DRAM > NAND from a long term undersupply (longest to shortest) and China risk (lowest to highest) perspective. The equities have traded exactly the opposite way this year. Good post by @itsDanielWu

Super fun. Thank you for having me.

@nvidia Thank you for having me

Thank you to our GTC Live hosts and guests for joining us at the keynote pregame. The show brought together top leaders across tech, infrastructure, and industry to explore how accelerated computing and AI are transforming everything from chip design and data centers to manufacturing and robotics. @saranormous @GavinSBaker @Alfred_Lin #NVIDIAGTC

@jsdbarrett Thank you!

@GavinSBaker Saw it, great job. Hosting is harder to do than it looks.

@Srasgon Actually hilarious. Lots of love for both of you btw.

I always wonder why Harlan is allergic to paragraphs

Really looking forward to being one of the hosts of @nvidia “GTC Live” next week.

@tseides Right back at you!

@GavinSBaker Long time coming. Thanks for being you!

Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across public and private markets. capitalallocators.com/podcast/truth-… With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

Thoroughly enjoyed this discussion.

@gbstocks Easier said than done and take almost everyone at least 5-7 years.

"A lot of being successful as an investor is finding an investment philosophy that fits your own emotional makeup such that you can be rational when you are wrong." -@GavinSBaker

@max_katzenstein Thank you. Credit for the quote goes to my good friend Jennifer Uhrig

Great quote on successful public markets investing from @GavinSBaker: “As an investor, you have to either panic early or double-down late. And you have to be one of the two. It’s hard to be both.”

@KnightBladePM @tseides Thanks!

@GavinSBaker @tseides Looking forward to listen to it, always very insightful, like how you dive into technical and always lead it back up to investing. Treading the fine line between too technical/noise and investing-oriented

Fun to do this with my friend @tseides Minimal discussion of AI; much more of a focus on investing. Background, philosophy, process, etc. youtu.be/CFtlGhmAeM0?si…

@os7borne @tseides Thank you!

@GavinSBaker @tseides this was a really insightful listen, Gavin. Thanks for doing it. the quote below is stuck in my brain now. Have written on similar lines about this, but you've distilled it so well. osborne.vc/blog/conviction

@Ri_S_OB Post of the day. Only the young, foolish and ignorant ever compare to LeBron to Jordan!

LeBron never did that

@rbiscardi @AntonioGracias Really fun!

iConnections Global Alts isn’t just a finance conference, it’s $55 trillion in motion converging to shape what’s next. Thank you @AntonioGracias & @GavinSBaker for joining me on stage in Miami 🙏

@IbrahimAjami Thank you my friend

Morris <> Jensen - a relationship that has helped each save the other over 30 years Must read 👇🏼

@Rajesh_44u Thank you!

@GavinSBaker By far the most balanced AI infrastructure article I have read. Great work Gavin! 👏

@benitoz Wise words.

@GavinSBaker "For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right." A wise man once said that

@scottbelsky Thanks Scott!

@GavinSBaker this feels spot on. the market underestimates the ability of established players to change, and overestimates the rate of change

@dpgahagan Use @grok and just ask it questions like it was an omniscient expert.

@GavinSBaker Thanks for sharing! Do you have any recommended introductory readings for novices in this space? For example, I have no idea what "switched scale-up networking fabric" means