Person
Gavin Baker
3 documents in the archive.
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Baker cites OpenRouter: OpenAI 20%→50% vs Anthropic since June. Talia notes token vs revenue share diverging; Baker agrees OpenAI is discounting.
Gavin Baker argues Anthropic/OpenAI "pacing" is more compute on alignment, monitoring, and evals at the cost of slightly lower margins — not a capex cut. Roon frames pacing as asymmetric margin compression; xEBITDA argues safety spend can raise total semiconductor demand.
Atreides CIO Gavin Baker tells David George that AI fundamentals accelerated through July–August while related equities drew down; argues sub-one-year compute paybacks and thin heavy-user penetration make undersupply through 2028 the base case, with NVIDIA’s financeable stack and hybrid open-source routers as the durable structure.