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Invest Like the Best · December 9, 2025 · 1h 26m

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI

Gavin Baker

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
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