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Tech Investing and Growth Strategy by Gavin Baker

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Tech Investing and Growth Strategy by Gavin Baker

TSM management shows discipline in capacity cycles, Gavin Baker notes

Ivan Andriyenko
Yesterday

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

Oleg Tkachenko
20.05.2026

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

Oleg Tkachenko
30.01.2026

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

Ivan Andriyenko
21.09.2025

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

Ivan Andriyenko
14.09.2025

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

Artem Shendetskii
12.09.2025

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 ...

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