Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.2K Following 315.2K Followers
A series of fairly wild thoughts from Dwarkesh. I thought I was bullish but even I am not assuming that the price to rent compute continues to go up!
I will say that I am in SV this week and Dwarkesh is capturing the zeitgeist.
Net, net public markets would probably be trading differently if they saw the OpenAI, Anthropic, Grok/Cursor and Open Source numbers over the last 6 weeks.
And really good for anyone who has installed compute coming off contract and/or is bringing on compute that is not already contracted. And credit slowing down capacity adds - if it happens - only exacerbates all of this.
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