# AI agents are helping investors route information faster Markdown copy of https://realalpha.app/s/ai-agents-are-helping-investors-route-information-faster/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy. - Speaker: [Gavin Baker](https://realalpha.app/people/gavin-baker/) · Gavin Baker is managing partner of Atreides Management. · Runs the Atreides Management investment firm, a technology investor and former Fidelity OTC Fund portfolio manager. - Host: [John Coogan](https://realalpha.app/people/john-coogan/) · Co-host, TBPN · Co-founded Soylent and Lucy; OpenAI bought his show TBPN in April 2026. - Host: [Jordi Hays](https://realalpha.app/people/jordi-hays/) · Co-host, TBPN · Founded Branded Native; co-founded fintech Capital, which Rho bought. - Show: TBPN - Episode: [Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX](https://realalpha.app/v/crdg4X5BZPc/), Oct 27, 2026 - Moment: 7:56 to 11:47 of the episode (4 min), playing on https://realalpha.app/s/ai-agents-are-helping-investors-route-information-faster/; the episode from there: https://realalpha.app/v/crdg4X5BZPc/?t=476 ## Quote > “So much of investing is making sure that the **right information gets to** the right person at the right time.” > — [Gavin Baker](https://realalpha.app/people/gavin-baker/) at [10:47](https://realalpha.app/v/crdg4X5BZPc/?t=647) · TBPN ## Takeaways 1. Baker says he has built 17 Grok Bots. 2. Agents make it easier to start research work at any hour. 3. He uses them to route information across his firm. ## About this segment Gavin Baker describes how Grok Bot has become a transformative tool for his work. He says it helps get the right information to the right person at the right time. From “Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX”, Oct 27, 2026. [Watch the full episode](https://realalpha.app/v/crdg4X5BZPc/) ## Transcript From the transcript TBPN publishes with the episode. [7:59](https://realalpha.app/v/crdg4X5BZPc/?t=479) Yes. So on on Cursor SpaceX, like, post merger integration, it feels like Grokbot has stepped forward in terms of capability. Is the key to growth there... Like, we haven't seen the the models from xAI, like, stunned on a particular benchmark, but the Cursor team has always been fantastic on product and distribution. In the prior era, Grok was putting up pretty remarkable results on benchmarks, but then there were all the political considerations and the product was banned in some companies. [8:32](https://realalpha.app/v/crdg4X5BZPc/?t=512) It feels like Grok Bot might be in a particularly different slot because they have that go to market motion through Cursor with the Cursor design team behind it. Is that what's driving growth there? What are you seeing on the GrokBot side that's actually showing acceleration in that product category? [8:49](https://realalpha.app/v/crdg4X5BZPc/?t=529) I mean, as a user, Rockbot is the most impactful AI product to me and to and to our... You know, to our... The... To the to the firm Yeah. That we've had yet. Like, I, you know, I clued together all this stuff with Cloud Code and it, like, really, you know, I'm sure it was user error on my part, you know. Sure. 50 years old. Yeah. I'm doing my best. But Grok Bot, it just makes it so easy. I think I'm up to, like, 17 Grok Bots. Woah. And every day, think of a new one to add. [9:19](https://realalpha.app/v/crdg4X5BZPc/?t=559) That's great. Yeah. You're giving me a layer of somebody... The the senior manager, senior grokbot. How are you how are you personally dividing AI agents across your personal life and your professional life. Because a lot of people will have, like, a family office with a personal assistant who manages, you know, getting gifts for their family members or planning birthday parties. And then separately, they'll have an executive assistant who plans their business travel and their calendar for work stuff. And it feels like we might be entering a world where those two merge together and you have one agent that does everything. But we also might wind up in a world where people are using Grokbot at work or Clogcode at work and then Instinct or Muse and Personal and OpenAI has products in both. And they're sort of like a... [10:08](https://realalpha.app/v/crdg4X5BZPc/?t=608) An array, but it's a decision for everyone. How have you been grappling with it? [10:11](https://realalpha.app/v/crdg4X5BZPc/?t=611) Well, I guess you would say I I I guess I have executive assistant privilege because my assistant Susan is exceptional. [10:17](https://realalpha.app/v/crdg4X5BZPc/?t=617) Yeah. And she's... Exactly. I'm not going anywhere.... Felt the need, you know, to... Yeah. I've I've, of course, downloaded Instinct and played around with Muse. Sure. But and I could see they would be super amazing if if I did have someone like Susan in my professional life, but I do. Yeah. But for the more professional use cases, I mean, Grock Bot has just been transformative Yeah. For me. Yeah. There is Like, something so much as... Yeah. So much of investing is making sure that the right information gets to the right person at the right time. [10:54](https://realalpha.app/v/crdg4X5BZPc/?t=654) Yep. And Grock Bot is so good at that. Yeah. And there's also something so satisfying with the AI agents of, like, it can be 10PM on a Sunday, and you can kick off, like, a real research effort that, yes, you could probably call someone on your team and say, I need you to... I mean, like, that would be crossing a professional line. All of a sudden, you'd be, like, kind of a hassle of a work... Of a boss, and people might not wanna work there because they're like, yeah. [11:20](https://realalpha.app/v/crdg4X5BZPc/?t=680) He calls me every time he takes a shower. He has a shower thought, and then I gotta work for six hours. But instead, the AI is like, yeah, boss. I'm right here. Oh, I'd I'd love to look that up for you and spend a 1,000,000 tokens figuring out, you know, with the market size of something or other. But... Yeah. [11:36](https://realalpha.app/v/crdg4X5BZPc/?t=696) Well, my policy is actually anybody at trade is always welcome to call me anytime on the weekend. I try not to call people Yeah. On the weekends. Mhmm. Yeah.