Baker cites Chase Coleman's stat that less than 1% of Internet market cap was founded in two years after Netscape.
“Chase Coleman, who runs Tiger, who's an exceptional investor, had a really interesting statistic, which was ChatGPT came out in 2022 and was to AI as NetScape Navigator, was to the Internet in 1994.”
Baker cites Chase Coleman's stat that less than 1% of Internet market cap was founded in two years after Netscape.
“Only less than 1% of current global Internet market cap was founded. Founded in the two years after Netscape Navigator came out.”
post Baker predicts vertically focused AI native companies will accelerate due to routers, open-source models and specialized post-training
https://x.com/GavinSBaker/status/2083543298992406904
post Baker calls Grok Bot transformational for him, reacting to Cursor's announcement of high growth
https://x.com/GavinSBaker/status/2092684764377653375