Gavin Baker

“Led Legora's $550 million Series E funding round at $8.8 billion valuation, highlighting the company's rapid scaling and business discipline.”

“Quotes Larry Page as saying internally at Google he is willing to go bankrupt rather than lose the AI race.”

“Speaker at Fireworks Forge event.”

“Investment partner at Atreides leading Legora's $550 million Series E round.”

“Expects open-weight specialist models and frontier systems to coexist behind routers, reducing model margins while increasing compute demand.”

“Co-leading Crusoe's Series F funding round as investor and discussing AI infrastructure economics.”

“Explains pacing as keeping models better while shifting compute toward testing, monitoring, and alignment instead of pure capability.”

“Co-led Positron AI's Series C funding round and joined the company's board.”

“Pointed to chart showing open-source models growing from 28% to 62% of token share.”

“Made comments about Dario believing only one company will exist, which Dario and Sholto disputed.”

“Investment analyst discussing GPU compute pricing and industry supply dynamics.”

“Argued that Dario Amodei's warnings about AI dangers have fueled backlash and urged him to be a more positive advocate for the AI industry.”

“Interviewed Patrick O'Shaughnessy about Ilya Sutskever's Safe Superintelligence and its planned model release timeline.”

“Early SpaceX investor who praised the engineering talent at SpaceX and SpaceX's plans for orbital AI compute.”

Gemini 3's breakthrough performance improvements with identical parameter count to Gemini 2.5, combined with Nvidia's Blackwell infrastructure dominance, proves scaling laws remain viable and the 2025 'scaling wall' narrative was unfounded.

“Pointed out that Nvidia confirmed Blackwell Ultra delivers 5x faster training times than Hopper.”