Gavin Baker: Internal AI spend to increase 100-fold by August 2026

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Jose Antonio Gastelum

23.08.2026

Gavin Baker: Internal AI spend to increase 100-fold by August 2026 — AI spend to surge at Atreides

Gavin Baker, CIO at Atreides Management, predicts that internal AI spending at the firm will be roughly 100 times higher in August 2026 compared to March 2026, with costs nearly doubling each month.

Baker also anticipates a growing conversation around achieving a 'Pareto optimal' balance between computationally efficient humans, open-source tokens, and more advanced frontier tokens.

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Earlier this year, Gavin Baker noted that Anthropic was losing share to OpenAI, open source, and Grok despite strong overall growth. He has also observed major portfolio shifts, including Ken Griffin’s $180 billion reduction in the SALP portfolio. These updates highlight Baker’s ongoing commentary on technology and investment movements.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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