GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview

In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape. They dive deep into the infrastructure war between Nvidia and Google, discuss the implications of Gemini 3 and scaling laws, and examine how the transition from Hopper to Blackwell chips is reshaping the industry. Baker shares his insights on frontier AI models and the economics of token production. The conversation also covers data centers in space, the future of robotics, and why traditional SaaS companies are making critical mistakes with AI adoption. A comprehensive look at the technical, economic, and strategic forces driving the AI revolution.

Timestamps:
0:00 Intro
5:03 The Blackwell Transition
23:15 The Prisoner's Dilemma
27:12 The Bear Case: Edge AI
37:19 Meta, Open Source, and Model Depreciation
43:08 Geopolitics and Rare Earths
50:42 Data Centers in Space
56:06 Power Constraints as a Governor
1:11:31 The SaaS Mistake
1:16:17 Nuclear and Quantum
1:22:25 Gavin’s Investing Origins

#AI #ArtificialIntelligence #Investing #Technology #Nvidia #Google #Blackwell #Gemini #OpenAI #DataCenters #Semiconductors #ScalingLaws #Tech #Innovation #VentureCapital


Presented by Ramp:
https://ramp.com/invest

Sponsored by AlphaSense and Ridgeline:
https://www.alpha-sense.com/invest/
https://www.ridgelineapps.com/

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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