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Nvidia is buying Groq for two reasons imo (twitter.com/gavinsbaker)
1 point by delichon 68 days ago | past | 2 comments
Thoughts on AI by Gavin Baker, Investor and Financial Analyst (twitter.com/gavinsbaker)
2 points by nowflux 3 months ago | past
Some Thoughts on AI (twitter.com/gavinsbaker)
2 points by gmays 3 months ago | past
Scaling Laws, Economics and the AI "Game of Emperors (twitter.com/gavinsbaker)
2 points by oco101 on Aug 30, 2024 | past
Great analysis of the foundation model landscape (twitter.com/gavinsbaker)
2 points by hadiaz on Nov 4, 2023 | past | 1 comment
The fact that Twitter is running well with headcount down significantly matters (twitter.com/gavinsbaker)
31 points by mcenedella on Dec 11, 2022 | past | 41 comments
Investor Fear and the Absence of the Vision Fund (twitter.com/gavinsbaker)
1 point by lxm on Jan 6, 2020 | past

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