Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI
Invest Like the Best with Patrick O'Shaughnessy
- Published
- December 9, 2025
- Duration
- 1h 25m
- Summary source
- description
- Last updated
- Apr 17, 2026
Discusses business, investing, technology.
Summary
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. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going …
Show notes
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. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia a
Themes
- business
- investing
- technology