How Gavin Baker Invests in AI, and Where the Bubble is Going Next

In the Loop AI · May 28, 2026 · 29m · transcript

In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software.

It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.

Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!

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