In this episode of Invested, Gavin Baker, an investor at Atreides, joins the host in Tel Aviv to discuss the semiconductor supply chain and the future of AI. They explore the rapidly depreciating value of foundation models, the competitive landscape of trillion-dollar tech companies, and the potential for artificial superintelligence. Baker shares his insights on Nvidia's dominance, the role of TSMC and Intel, and the geopolitical implications of semiconductor manufacturing. He also touches on climate change, Elon Musk's contributions, and the balance between free speech and censorship in the media. Baker expresses optimism about investing in SpaceX and semiconductors, highlighting the importance of mission-driven companies and strategic partnerships in a rapidly evolving technological landscape.
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