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Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.3K Following    342.5K Followers
The Hugging Face acquisition is important for America and I think Nvidia will be a good steward for the ecosystem. The Poolside transaction may end up mattering even more. I think Jensen is likely to bring American open-weight AI to the frontier, which is going to be awesome for America. We might see a multi-billion $ training run from Nvidia in the next 18 months for Nemotron v5-6 that is easy for customers to post-train and optimize for their own use case. Would be cool to see a 10 trillion plus parameter American open-weight model. If the best open-weight base is American, cheap to run, and actually post-trainable, then people, companies, labs, and governments can own their own intelligence instead of renting it from a company that might not share their values. Would be good for freedom to have a rich variety of AIs that reflect our own individual human preferences. And for the sake of the clarity, I think cheaper, specialized open-weight intelligence might end up making frontier tokens more valuable!
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