Gavin S Baker

Managing Partner & CIO, @atreidesmgmt. Husband, @L3eckyy. No investment advice, views my own. gavin-

[Gavin S Baker @opullense]

Nvidia is the leading open source AI company by a wide margin.

The silliness of this post is compounded by the fact that the letter did not suggest that closed source AI companies should open source their models.

[CNBC @CNBC]

The AI buildout is having a massive impact on corporate balance sheets, and costs are going up even more than expected because of the memory crisis. https://t.co/PpL5gavwpQ

[NVIDIA @nvidia]

AI security advances when the industry builds in the open, together.

We're introducing the Open Secure AI Alliance with industry leaders to develop new techniques and tools to safeguard software and agents.

By sharing models, tooling and research in the open, we can broaden the community of defenders.

Learn more about the founding members’ contributions: https://t.co/A16oqxs5Ty

[Gavin S Baker @opullense]

New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5.

Intelligence per $ will be the only metric that matters over time.

K3 probably joins the frontier once available on the inference clouds.

[Gavin S Baker @opullense]

Awesome to have Jensen on X!

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Gavin S Baker @opullense]

American open source FTW!

Nice job poolsideai

Crazy metrics for 118b parameters.

I expect to see this on the Pareto frontier

[Gavin S Baker @opullense]

Interesting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true.

[Gavin S Baker @opullense]

Risk/reward seems attractive again.

Lots of cheap stocks with durable competitive advantages that are going to crush numbers for the next 6-12 quarters.

Time will tell!

[Gavin S Baker @opullense]

Bliss

[Gavin S Baker @opullense]

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 S Baker @opullense]

Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model

[Gavin S Baker @opullense]

Mia Michaels will be JOINING•US in Atlantic City -January 6-8th, 2019!
LINK TO REGISTER:
https://t.co/EdPpAFlDrj
.
MIA MICHAELS LIVE Workshop
OPEN to the PUBLIC
$150 or $75 to... https://t.co/ggSV78pfHf

[Gavin S Baker @opullense]

ATLANTIC CITY! Don't forget to book you're room. Check out the link below to book today!

https://t.co/tJuljkBBq2 https://t.co/tJuljkBBq2

[Gavin S Baker @opullense]

Loved having our #elitealumni Richard "$wägg" Curtis IV with us this season in Las Vegas for our #elitealumniseries ⚡️Stay tuned to see what other #elitealumni will be joining us this season 💙💙 #nexusfam https://t.co/PZACWF5ZBM

[Gavin S Baker @opullense]

Loved having our #elitealumni @yoitswagg with us this season in Las Vegas for our #elitealumniseries ⚡️Stay tuned to see what other #elitealumni will be joining us this season 💙💙 #nexusfam https://t.co/YZtQIURTNi

[Gavin S Baker @opullense]

Hey Atlantic City, have you registered for @lanenapper acting workshop yet? You don’t want to miss out on this one of a kind workshop with our very own @lanenapper 🎬🎥 •OPEN TO THE PUBLIC•… https://t.co/EBORWTxpwN

[Gavin S Baker @opullense]

Atlantic City ‼️ Our NEX•HIBITION showcase has officially sold out😱 Still want to perform on our stage? We still have a few spots left on Friday for NEX•US Live! This is a unique… https://t.co/4K1v5wyx0u

[Gavin S Baker @opullense]

Raise your hand if you’re excited for Atlantic City 🙋🏻‍♀️🙋🏽‍♂️We are thrilled to have @MMRAW joining us with miamichaelslive Friday January 4th! Not registered yet? Head to the link above… https://t.co/ACwctuptid

[Gavin S Baker @opullense]

Rates increase tonight at 5pm! Be sure to register before they increase :)

https://t.co/EdPpAFlDrj https://t.co/EdPpAFlDrj