Invest Like the Best with Patrick O'Shaughnessy — Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

SCOUT· 66%1h 16m·2026-05-20·Money

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Invest Like the Best with Patrick O'Shaughnessy · 473

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as…

Listen now

Buzzmeter · cross-platform

66%

SCOUT

Scout bees are checking it out — divided opinions, the swarm hasn't committed.

Hive Vote · Skep listeners

New on SkepAwaiting the hive's first votes

Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.

Rate this episode

Add your vote to the Hive — listeners rate every episode after they finish.

Recent reviews

No reviews yet — be the first.

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Rate this episode

More from Invest Like the Best with Patrick O'Shaughnessy

Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]