Gavin Baker is the founder, Managing Partner and Chief Investment Officer of Atreides Management. His public discussions of AI focus on the economics of computing infrastructure, chips, power and the software businesses built around them.[1][4]
Start with GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview →
Education
Links
Atreides biography
X Medium YouTube Founder, Managing Partner and Chief Investment Officer · Atreides Management
Career
Baker worked at Fidelity from 1999 to 2017, beginning as an analyst and later managing several portfolios. He managed the OTC portfolio from 2009 to 2017 and helped with venture investing from 2013 to 2017. He founded Atreides in 2019. His official biography records an AB in economics and history from Dartmouth.[1]
Ideas
The original Colossus episode frames Google’s position in terms of the cost of producing tokens, alongside its competition with Nvidia. Its later chapters examine the shift from intelligence to usefulness and the power bottleneck. This places semiconductor economics, application value and electricity supply in the same argument. The useful distinction for a reader is between owning more accelerators and producing useful output economically.[4]
Tools, writing & talks
Writing, research & talks
Start here
An Invest Like the Best conversation about AI infrastructure, accelerator competition and software economics.
Use the chapters on the Blackwell transition at 5:03 and power constraints at 56:06. Compare the hardware and energy assumptions separately; this is an investor’s analysis of the industry, rather than a technical benchmark.
Interview guest[2]Original source