SCOUT· 55%41m·2026-10-27·TechnologyGavin Baker on Anthropic's S-1, GPU Prices, and SpaceX
This is our full interview with Gavin Baker. We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is…
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“TBPN sold at the top. This video has 5K views only lol. Congrats to both chads for the sale. Impressive now more than the day it was sold. OpenAI 😂”
“So stoked to see this space still feeling viable, ambitious, courageous. I think once people cotton on to the idea that these companies will be transformative in so many unpredictable ways, the multiples and the enthusiasm will explode. Aim…”
“Always love hearing from Gavin. Have been tuning into the show and seeing more clips lately - love it!”
“We already have the most data centers by a long shot compared to any other country. These guys are invested in the construction of these data centers and are therefore strongly incentivized to push and influence the masses to accept EVEN MO…”
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