The Minutes of Gavin Baker on ai economics https://minutesof.com/gavin-baker/on/ai-economics/ Everything Gavin Baker has said on ai economics: 7 verbatim quotes between January 2025 and July 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:42 +0000 Baker says AI is the first time in his career that being the low-cost producer matters in tech. https://minutesof.com/q/25b2d299-b64a-4ee1-a269-e4a8a062374a/ https://minutesof.com/q/25b2d299-b64a-4ee1-a269-e4a8a062374a/ “And this is really important because AI is the first time in my career as a tech investor that being the low cost producers ever matter.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 ai economics Baker says AI is the first time in tech where being the low-cost producer matters economically. https://minutesof.com/q/ca343e9e-3861-42a8-96b6-e02b5065cbf4/ https://minutesof.com/q/ca343e9e-3861-42a8-96b6-e02b5065cbf4/ “AI is the first time in my career as a tech investor that being the low cost producers ever matter. Apple is not worth trillions because they're a low cost producer of phones.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 ai economics Baker notes AI companies generate cash earlier than SaaS despite lower margins due to fewer employees. https://minutesof.com/q/f486a7c7-1b3b-4ce7-94c8-c5696df09044/ https://minutesof.com/q/f486a7c7-1b3b-4ce7-94c8-c5696df09044/ “The crazy thing is because of those efficiency gains, they're generating cash way earlier than SaaS companies did historically, but they're generating cash earlier, not because they have high gross margins, but because they have very few human employees.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 ai economics Baker says AI companies generate cash earlier than SaaS despite lower margins because they have very few human https://minutesof.com/q/f7b5e441-c994-41ce-a69f-fef72d295258/ https://minutesof.com/q/f7b5e441-c994-41ce-a69f-fef72d295258/ “And it's just tragic to watch all of these companies. Like you want to have an agent, It's never going to succeed.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 ai economics Baker argues the ultimate AI winner must be the lowest cost compute provider, which requires owning rather tha https://minutesof.com/q/1efa7699-4dec-4870-90e7-a4670b8ad1a3/ https://minutesof.com/q/1efa7699-4dec-4870-90e7-a4670b8ad1a3/ “the ultimate AI winner will be the one with the lowest cost of infrastructure cost, the lowest cost of compute.” — All-In Podcast Sat, 04 Jan 2025 00:23:00 +0000 ai economics