Gavin Baker on Orbital Compute, TSMC, and Frontier Models

In this episode of Invest Like The Best, Patrick O'Shaughnessy is joined by Gavin Baker to dissect the unprecedented AI technology boom. Gavin explains why recent growth from companies like Anthropic represents the most extraordinary moment in the history of capitalism. They explore the critical constraints of the AI build-out—"watts and wafers"—and how capitalism, from TSMC's chip manufacturing dominance to SpaceX's potential orbital compute, is racing to solve them. Gavin also unpacks the competitive landscape of chip design, the struggles at the AI application layer, and the shifting dynamics between giants like Google, Meta, Amazon, and Microsoft. Finally, they discuss the geopolitical risks of AGI alongside the incredible potential for AI to revolutionize biotech and extend human life. An essential listen for anyone navigating modern tech markets. #Investing #ArtificialIntelligence #TechStocks #Nvidia #OpenAI #Semiconductors #VentureCapital #SpaceX #AGI #StockMarket Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc

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