Загрузка видео...

Не удалось загрузить видео

На главную

Mans a genius Gavin Baker

NickNemo17's profile picture

Nick Nemeth (Mispriced Assets)

32,524 subscribers

39,861 просмотров • 5 месяцев назад •via X (Twitter)

Финансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

There is no moat? CC: Gavin Baker jack
9:40

There is no moat? CC: Gavin Baker jack

Nick Nemeth (Mispriced Assets)

50,344 просмотров • 7 дней назад

DIY: Locally made washing machine. Is he a genius or a broke mans discovery? 🤯
0:50

DIY: Locally made washing machine. Is he a genius or a broke mans discovery? 🤯

MALEEK 1.0

339,115 просмотров • 1 год назад

“Reasoning has fundamentally changed the economics of these frontier models.” Gavin Baker says reasoning lets scaled user bases unlock a new flywheel. Users improve the model, and the model improves the product. Gavin Baker
1:03

“Reasoning has fundamentally changed the economics of these frontier models.” Gavin Baker says reasoning lets scaled user bases unlock a new flywheel. Users improve the model, and the model improves the product. Gavin Baker

a16z

23,671 просмотров • 1 год назад

PICTURE THIS: Gavin McKenna For Hobey Baker! 😤 #WeAre #HockeyValley
3:53

PICTURE THIS: Gavin McKenna For Hobey Baker! 😤 #WeAre #HockeyValley

Penn State Men’s Hockey

500,336 просмотров • 7 месяцев назад

Without saying a word, Sam Neill's performance during the Ricky Baker song in Hunt for the Wilderpeople is genius. RIP.
0:50

Without saying a word, Sam Neill's performance during the Ricky Baker song in Hunt for the Wilderpeople is genius. RIP.

Madman Films

14,053 просмотров • 3 месяцев назад

GAVIN BAKER: “Tesla and Elon have done more to decarbonize the world than all environmental activists combined.”
2:38

GAVIN BAKER: “Tesla and Elon have done more to decarbonize the world than all environmental activists combined.”

Chief Nerd

848,162 просмотров • 3 месяцев назад

SITUATION EXPLAINED: Gavin Baker says AI is either too dangerous to concentrate, or too dangerous to distribute.
8:11

SITUATION EXPLAINED: Gavin Baker says AI is either too dangerous to concentrate, or too dangerous to distribute.

MTS

17,463 просмотров • 2 месяцев назад

"If we do not all become masters of the machine gun, we're going to get mastered." Gavin Baker on why it's time to develop and fine-tune your AI skills, plus the wisdom of Tom Cruise's "The Last Samurai." cc: Gavin Baker, Tom Cruise, Invest Like the Best, Patrick OShaughnessy
1:31

"If we do not all become masters of the machine gun, we're going to get mastered." Gavin Baker on why it's time to develop and fine-tune your AI skills, plus the wisdom of Tom Cruise's "The Last Samurai." cc: Gavin Baker, Tom Cruise, Invest Like the Best, Patrick OShaughnessy

This Week in Startups

18,473 просмотров • 5 месяцев назад

Right on cue. Gavin Baker (Gavin Baker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."
1:40

Right on cue. Gavin Baker (Gavin Baker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."

Fireside Alpha

169,635 просмотров • 4 месяцев назад

Gavin Baker: If you're a patriot, you should be pro-open source AI Gavin Baker: “Very simply, I'm an American, I'm a patriot. If we ban open source, if we let this control be centralized, we will lose AI, we will lose geopolitics, we will lose everything to China. It's just that simple. So if you're an American patriot, you should be for the distribution, democratization, decentralization, individualization of this technology.”
0:23

Gavin Baker: If you're a patriot, you should be pro-open source AI Gavin Baker: “Very simply, I'm an American, I'm a patriot. If we ban open source, if we let this control be centralized, we will lose AI, we will lose geopolitics, we will lose everything to China. It's just that simple. So if you're an American patriot, you should be for the distribution, democratization, decentralization, individualization of this technology.”

The All-In Podcast

39,668 просмотров • 2 месяцев назад

"OpenAI and Anthropic are pretty different animals from a capital efficiency perspective. And Anthropic clearly has a dramatically lower cost per token than OpenAI. They burned maybe 80% less than OpenAI. So as businesses, they clearly have very different structural ROICs." - A solid, insightful interview featuring Gavin Baker (Gavin Baker), U.S. hedge fund manager and Chief Investment Officer of Atreides Management. ---- From "Invest Like The Best" (Invest Like the Best) YouTube channel, (link in comment)
1:12

"OpenAI and Anthropic are pretty different animals from a capital efficiency perspective. And Anthropic clearly has a dramatically lower cost per token than OpenAI. They burned maybe 80% less than OpenAI. So as businesses, they clearly have very different structural ROICs." - A solid, insightful interview featuring Gavin Baker (Gavin Baker), U.S. hedge fund manager and Chief Investment Officer of Atreides Management. ---- From "Invest Like The Best" (Invest Like the Best) YouTube channel, (link in comment)

Rohan Paul

25,185 просмотров • 3 месяцев назад

Gavin Baker: “I have been told by people I trust internally that Dario believes there could be a world where there are only governments and one private company, which would be Anthropic.”
1:10

Gavin Baker: “I have been told by people I trust internally that Dario believes there could be a world where there are only governments and one private company, which would be Anthropic.”

amit

373,486 просмотров • 2 месяцев назад

Gavin Baker Gavin Baker: HBM DRAM will be 30-40% of all hyperscaler capex in 2027. Baker manages Atreides - his 2025 Micron call is now 14x. This is his next call. HBM requires stacking 12-16 DRAM dies in a single package. Only three companies can do it: Micron, SK Hynix, Samsung. No fourth supplier arrives in 2027. Hundreds of billions annually to three firms. Micron's new supply chain agreements lock in floor pricing above prior cycle gross margin peaks. If you still hold $MU at a commodity discount to $ASML and $LRCX, Baker says that discount is no longer earned. Baker's full case at The All-In Podcast: Source: All-In Podcast -
5:47

Gavin Baker Gavin Baker: HBM DRAM will be 30-40% of all hyperscaler capex in 2027. Baker manages Atreides - his 2025 Micron call is now 14x. This is his next call. HBM requires stacking 12-16 DRAM dies in a single package. Only three companies can do it: Micron, SK Hynix, Samsung. No fourth supplier arrives in 2027. Hundreds of billions annually to three firms. Micron's new supply chain agreements lock in floor pricing above prior cycle gross margin peaks. If you still hold $MU at a commodity discount to $ASML and $LRCX, Baker says that discount is no longer earned. Baker's full case at The All-In Podcast: Source: All-In Podcast -

Podcast Alpha

506,220 просмотров • 4 месяцев назад