Tech Investing and Growth Strategy by Gavin Baker
Social media investors lack direct access to company leaders, Gavin Baker notes
Gavin Baker, CIO at Atreides Management, observes that retail investors, Substack writers, Reddit users and accounts on X are becoming increasingly influential in the stock market. However, ...
Gavin Baker: Token throughput and smarter models can expand revenue per gigawatt
Gavin Baker, CIO at Atreides Management, discusses how increases in token throughput per watt that outpace declines in token price can lead to net expansion in revenue per gigawatt. He adds that ...
TSM management shows discipline in capacity cycles, Gavin Baker notes
Gavin Baker, CIO at Atreides Management, expresses strong support for TSM management and describes their approach as tough, flinty, and disciplined rather than stubborn. He believes the ...
Gavin Baker: Financing rates for GPUs and ASICs affect demand over time
Gavin Baker, CIO at Atreides Management, notes that the interest rates at which GPUs and ASICs can be financed, depending on their expected useful life, will have real implications for demand. He ...
Gavin Baker: AI firms boost revenue per employee by 75 percent
In 2025, AI and software firms in the top decile are projected to see a 75% increase in revenue per employee according to Gavin Baker. This trend is likely to continue into 2026 due to ...
Gavin Baker: Google AI dominance faces new challenge
Gavin Baker suggests that Google’s dominance in the AI sector is potentially weakening. He notes that Grok 4 Fast now also features a 2 million token context window, indicating that ...
Gavin Baker analyzes Nvidia valuation in context of Cisco 2000 bubble
Gavin Baker, a notable figure in finance and investment circles, analyzes the current market valuations, particularly focusing on Nvidia and its comparison to Cisco during the 2000 bubble. Baker ...
Gavin Baker on the death of Charlie Kirk and his call for civil discourse
Gavin Baker, a prominent commentator, expressed his condolences over the death of Charlie Kirk. Baker highlighted Kirk's key messages advocating for nonviolence, tolerance, and the importance of ...
