Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Gavin Baker about the rapidly evolving AI landscape, delving into topics such as Nvidia, Google's TPUs, scaling laws, and the economics of AI companies. They explore the implications of Blackwell's delay, the potential of data centers in space, and the strategic calculations of major players like Google, XAI, and OpenAI. Baker shares his insights on the ROI of AI, the importance of edge AI, and the future of SaaS companies in the age of AI, while also touching on the potential for gluts in compute and the role of power as a constraint. The conversation concludes with a discussion on the qualities of successful investors and entrepreneurs, and Baker's personal journey into the world of investing.