Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX
About this episode
From the show’s notesThis is our full interview with Gavin Baker.
We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom.
Read the show’s notes in full
TBPN is made possible by:
Ramp - ramp.com
Public -
public.com
Cisco -
cisco.com
Console -
console.com
CrowdStrike -
crowdstrike.com
Figma -
figma.com
MongoDB -
mongodb.com
NYSE -
Railway -
Shopify -
Codex -
shopify.com
