Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.2K Following 315.2K Followers
@jukan05 4 gigawatts this year and another 4 next year per this report. Spot price for compute has gone up since they signed their Anthropic and Google deals.
