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Gavin Baker
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Cross-referencing over 67 channels for appearances
Gavin Baker
Cross-referencing over 67 channels for appearances
Gavin Baker
Arcmira media summary
Browse Gavin Baker's interviews, podcast appearances & video clips — 21 indexed from All-In Podcast & Limitless Podcast, updated Dec 2025.
Main interviewee discussing his career and views on technology.
Managing Partner and CIO of Atreides, appearing as a guest speaker to discuss AI market dynamics and infrastructure.
I'm joined today by Gavin Baker, a longtime friend, an incredible investor at AT Trades, and the most knowledgeable person on the semiconductor supply chain and the future of AI.
Guest on the podcast, a public market investor, provides commentary on Apple's strategy and stock buybacks.
Guest, Managing Partner and CIO of Atreides Management.
Arcmira tracks 21 indexed media appearances or mentions for Gavin Baker, tied to source videos, channels, and transcript-derived context.
Arcmira uses indexed YouTube videos and transcripts. Representative source evidence on this page includes "The Great AI Game, Space Data Centers, & The End of High-Margin SaaS | Gavin Baker Interview" with transcript-derived context and links when available.
55
Mentions
1.7M
Views
The trendline is visible, but the dated evidence behind Gavin Baker is in the premium layer.
"Analyst cited for his commentary on Nvidia and energy constraints in AI training."
"Mentioned as a pregame show host."
"Mentioned as a pregame show host."
"Cited for his rebuttal regarding the world being 'short on Watson waivers'."
"Analyst at Atreides Capital cited for his thesis on why the current AI cycle is different from past bubbles."
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