Guest

Gavin Baker

Organizations

Atreides Managementcio, partner, ceo

Interviews

Gavin Baker on the SpaceX IPO, the 'token path' investment thesis, and why sovereign AI won't reach the frontier

Gavin Baker on Anthropic's S-1 surprise, compute market going into contango, and why AI diffusion is still early

Mentions

Blue Origin raises $10B in first-ever outside funding at $130B valuation, with Coatue leading at $4B

xAI releases Grok 4.6, matching frontier intelligence at 85% lower cost than Claude

Dario Amodei's 'We Must Pace the Frontier' essay ignites the biggest AI safety debate of the year

iConnections CEO Ron Biscardi on building the world's largest capital introduction platform and the Tomorrow X conference