Gavin Baker, founding partner and CIO of Atreides Management, returns for his seventh conversation on Invest Like the Best. He discusses the disconnect between public market AI stock performance and the continued AI investment on the ground in Silicon Valley, as well as dynamics in GPU pricing, memory supply, and the strategic importance of SpaceX's orbital compute ambitions. The conversation was recorded at Benchmark's famous table.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Highlights
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Market-Silicon Valley Disconnect
Public AI stocks have declined over the past month, but Gavin sees no slowdown in actual AI development and investment in Silicon Valley.