Pinned
Super fun to do this again with @patrick_oshag
Randomly ran into Patrick in Palo Alto last Tuesday and recorded this on Wednesday when the AI complex was 35-40%ish off its June highs.
Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. gavin-baker.medium.com
- This is the way forward for the AI industry.MY DATA CENTER POLICY PLEDGE: OHIOANS-FIRST A top concern I hear from Ohioans across our state – second only to property taxes – is the accelerating pace of data center expansion. Key citizen concerns about data centers include rising electric bills, noise, pollution, and the
- Jitendra Mohan, CEO and co-founder of Astera Labs, is our third confirmed speaker for the @TomorrowXSummit. Really looking forward to discussing the role of scale-up networking in a memory constrained world and the intersection of their switch franchise with optics.
- AI is good for America, episode 1001. Terafab will create over 3000 high quality jobs right in the heart of Texas.
- Really impressive from @cursor_ai The future is trending hybrid. Next iteration will likely be allowing customers to use their own proprietary data to post-train an open-source model. Excited for Grok 4.6.
