Investor, AI and Space Analyst

Gavin Baker

Prominent tech investor and analyst focused on AI, space, and venture capital dynamics. Known for data-driven contrarian takes on tech narratives and market valuations.

Known For

AI market analysisSpaceX valuation modelsSemiconductor industry cyclesVenture capital trends

Canon

Distillation Attacks: Why Open-Source Models Create Asymmetric Advantage

Curious

False Information Spreads Faster and Further Than Truth

Canon

Goodhart's Law: When the Measure Becomes the Target

Canon

Episodes

#Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackAug 14, 2026 #Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]Aug 4, 2026 #Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterJun 26, 2026 #Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of SecondariesJun 7, 2026 #SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?May 22, 2026 #Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]May 20, 2026 #Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AIDec 9, 2025