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Guest

Gavin Baker

Managing partner & CIO, Atreides Management

@GavinSBaker(opens X in a new tab)

Real Alpha has cut one moment of Gavin Baker (Managing partner & CIO, Atreides Management) talking, from an interview on BG2 published Jun 11, 2026.

What Gavin Baker said

  1. BG2 · · 3 min

    Frontier labs capture the revenue, but open source may carry most tokens

    “Frontier might be 90% of the economic value. Open source might be 80% of tokens.”
    Gavin Baker53:34

Also from this interview

  1. BG2 · · 3 min

    Why $1.5T of AI CapEx can still pencil out against $300B of revenue

    “we're spending $1.5 trillion of CapEx on $300 billion of inference revenue.”
    Brad Gerstner1:04:47

The episode