_Gavin Baker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.

[Gavin Baker @GavinSBaker]

More

[Gavin Baker @GavinSBaker]

Yet more:

[Gavin Baker @GavinSBaker]

Thoroughly enjoyed doing this podcast with @AmirF15336 who is an impressive young man.

Recorded in late February of this year.

Time flies!

[Gavin Baker @GavinSBaker]

Original post from Amir:

[Gavin Baker @GavinSBaker]

My favorite video thus far.

Although I do wish it had one MJ highlight.

Happy 4th of July!

🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

[Gavin Baker @GavinSBaker]

Link to sign up:

https://t.co/8q0pAIfB6W

[Gavin Baker @GavinSBaker]

Retail, Substack, Reddit and most of all @X accounts are increasingly the most important forces in the stock market and yet there is no way for them to connect directly with the management teams of the companies they are writing about and investing in. And they have almost no visibility into the late-stage private companies that are ever more important.

The @TomorrowXSummit aims to change this. Hosted by @antoniogracias and Valor Equity Partners, @iconnections_io and @rbiscardi and @atreidesmgmt, we are going to have our own version of the superb Morgan Stanley or Goldman Sachs TMT conference with an epic line-up of both public and private companies. Instead of having sell-side analysts interview management teams, we are going to have X accounts like @citrini and buysiders do the fireside chats. We expect thousands of  attendees at the Moody Center in Austin, November 17-18 and please note that security will be extremely tight given some of the CEOs that are going to speak.

Attendance will be free for X accounts that contribute positively to the discourse and affordable for retail accounts. Happy that this means friends like @DanielSLoeb1 , @altcap ,  @plaffont , @patrick_oshag and the @theallinpod crew will be able to afford the price of admittance should their schedules permit. And perhaps we can even get them on a panel or have them interview some management teams. I am sad to say there will be a different price for institutional investors who are not on X unless they are willing to reveal their anonymous handle, but I think this is going to be awesome for all. And everything will eventually be posted here on X for all to see. Open source for the win.

Link to the website to sign up in the next post:

[Gavin Baker @GavinSBaker]

Great day @nvidia

And today I learned that Jensen’s favorite food is Chicken Fried Steak, which he had soon after arriving to Kentucky as a 9 year old boarding student who cleaned the school bathrooms. 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸

[Gavin Baker @GavinSBaker]

Grok 4.5.

Pareto dominant for coding by the numbers.

We will see on the all-important vibes.

Instinct is the benchmarks are likely directionally accurate given the stated focus on real world utility.

[Gavin Baker @GavinSBaker]

I hope that Atreides and Valor are able to secure the franchise rights to @McDonalds on both the Moon and Mars. And Valor has actual expertise running franchised restaurants!

Who can help make this happen? I will put a deposit down today unless SpaceX wants the rights.

[Gavin Baker @GavinSBaker]

"If token throughput per watt rises faster than price per token falls, revenue per gigawatt can net expand. This is compounded by models getting smarter, which unlocks higher value tasks for end users [justifying increased costs]"

Well said @ShanuMathew93 and @downingARK

[Gavin Baker @GavinSBaker]

Kinda wild how wrong most energy experts were about the Straits of Hormuz.

What were the root causes of the error? China had more reserves than anticipated, US flexed up exports faster and more ships were actually transiting the straits via the Omani route?

Genuinely curious.

[Gavin Baker @GavinSBaker]

Thoroughly enjoyed my good friend Alex Sacerdote’s appearance on ILTB.

I keep thinking about his point that we have an acute compute shortage with 0.1% of the world’s population using agentic AI.

I have learned a lot from Alex over the last 27 years!

https://t.co/Kd0mnKlvMH

[Gavin Baker @GavinSBaker]

The Atreides team gave this trophy to Alex and his team for the recent 20 year anniversary of @WhaleRockCap

[Gavin Baker @GavinSBaker]

@WhaleRockCap Used Grok to blur the text which was successful

[Gavin Baker @GavinSBaker]

Just learned I am going ton @tbpn at 2 PM EST today if anyone is interested. My first time.

Evidently has been on my calendar for a while but was news to me.

Should be fun - the guys seem great.

[Gavin Baker @GavinSBaker]

Such a fun day with so many old friends.

Always a little sad to leave Starbase.

Per aspera much of the time so important to celebrate sometimes.

So grateful to everyone at SpaceX for helping to make the future awesome.

Excited for the next Starship launch. Ad Astra!

[Gavin Baker @GavinSBaker]

Security is super tight at Starbase. @SpaceX

[Gavin Baker @GavinSBaker]

Fun interview on a super exciting day

[Gavin Baker @GavinSBaker]

Let’s see whether @MorganStanley or @GoldmanSachs is the first to post a photo of their traders or bankers wearing green shoes which was a @SpaceX mandate. Gotta keep it fun.

There might be a prize!