Why the Markets Are Pricing AI Wrong | Gavin Baker
202K views · Aug 4, 2026 · People & Blogs
Comments · 432
@scottehftm · 1 month ago
Big volatility in a bull mark always feels like the end for me.
203
@EloAngelLoL · 1 month ago
Bro fell asleep in a tanning bed before this podcast
107
@marciplan · 1 month ago
"Somebody told me" " this guy on twitter" "this anonymous semi analyst" bro is just scrolling twitter all day
185
@cjhodges14 · 1 month ago
Gavin's calls on memory and then photonics has made me a lot of money. Thanks Gavin!
51
@AaronSahm · 1 month ago
Patrick: It's like the Popeye Effect<br>Gavin: Yeah<br>Patrick: Have you ever heard that?<br>Gavin: No
28
@sams8502 · 1 month ago
Gavin Baker is in the top 10 of tech investors
35
@kedarram7413 · 1 month ago
love this guy Gavin!
2
@MakingCentsFinance · 1 month ago
Great episode we need more with the topic of AI
1
@Duq_23 · 1 month ago
Excellent convo
1
@jaimeromero122 · 1 month ago
Amazing interview
1
@spacetechtips · 1 month ago
Gavin is just stream of consciousness intelligence every time I watch him.
2
@ClimateVC · 1 month ago
Amazingly insightful!
3
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