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Gavin Baker
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Gavin Baker

@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. gavin-baker.medium.com
Boston, MA
youtube.com/gavinbakerport…
Joined July 2011
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  • Pinned
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    Gavin Baker
    @GavinSBaker
    14h
    I think @bot is another “Claude Code” moment for AI. I would estimate my personal AI usage is up something like 100x. And for everyone who reached out about how to build a “podcast summarizer” it took me about 15 seconds in Grok Bot and is better than what I had before.
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    Gavin Baker
    @GavinSBaker
    15h
    Happy to announce Sumit Sadana EVP and Chief Business Officer of @MicronTech as a confirmed speaker at the @TomorrowXSummit in November.   Memory per FLOP drives tokens per watt. Looking forward to hearing Sumit’s thoughts on how AI is changing the business model of memory
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    Gavin Baker
    @GavinSBaker
    17h
    Makes me really like the guy.
    The Secret Word Game Bank of America’s CEO Plays With Wall Street
    The Secret Word Game Bank of America’s CEO Plays With Wall Street
    From wsj.com
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    Gavin Baker
    @GavinSBaker
    Aug 15
    Posting my reply to @_sholtodouglas given that some of my comments about Anthropic on @theallinpod yesterday have been widely discussed here on X and I think the topic is important.
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    Gavin Baker
    @GavinSBaker
    Aug 15
    Replying to @_sholtodouglas
    Sholto, thank you for setting the record straight. Larger issue is that multiple very serious people in Silicon Valley have heard some variation of this and believe it to be true. And the reason it is believable to so many is that it is consistent with Dario’s public messaging
  • user avatar
    Gavin Baker
    @GavinSBaker
    Aug 14
    Really does work as advertised. “Hey Matic go clean the kitchen.” First 10/10 product rating from Wired in a decade. And kids love it for some strange reason. Happy that @Atreidesmgmt is an investor.
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    Matic Robots
    @maticrobots
    Aug 13
    Introducing Cues: Voice & Gesture control for Matic We raised $115M and spent 9 years to make the world’s first intuitive home robot Say you spilled coffee: Point to the spill and say, "Hey Matic, clean this" and it will hear, see, locate in 3D, and go clean on its own. Matic
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