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Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.4K Following    349.1K Followers
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 suppliers, how SCAs are different vs. LTAs of the past, what new memory-intensive applications might be on the horizon and much more.   Sustainability of the memory cycle is one of the biggest debates in public markets today.  Sumit’s 30+ years of industry experience should bring plenty of perspective on how the present moment compares to the industry’s past!
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