The Minutes

Gavin Baker on

ai progress

6 entries, 9 Dec 2025 to 4 Aug 2026

On the recordsourced and dated, oldest first

    1. spoken

      Baker argues reasoning saved AI by enabling progress during an 18-month gap when Blackwell delays would have halted everything.

      “Had reasoning not come along, there would have been no AI progress from mid twenty twenty four through essentially Gemini three. There would have been none. Everything would have stalled.”

      9 Dec 2025 · Invest Like the Best · 11:20 · source · permalink
    2. spoken

      Baker argues reasoning models saved AI by bridging an eighteen-month gap while Blackwell was delayed.

      “Had reasoning not come along, there would have been no AI progress from mid twenty twenty four through essentially Gemini three. There would have been none.”

      9 Dec 2025 · Invest Like the Best · 11:20 · source · permalink
    3. spoken

      Baker argues reasoning models saved AI from an eighteen-month progress gap during Blackwell delays.

      “Had reasoning not come along, there would have been no AI progress from mid twenty twenty four through essentially Gemini three.”

      9 Dec 2025 · Invest Like the Best · 11:20 · source · permalink
    4. spoken

      Baker says ARC AGI scores jumped from 8% to 95% in three months with reasoning models.

      “The reason we've had all this progress, maybe we could show like the ARC AGI slide where you had zero to eight over four years, zero to 8% intelligence, and then you went from 8% to 95% in three months when the first reasoning model came out from OpenAI.”

      9 Dec 2025 · Invest Like the Best · 8:31 · source · permalink
    1. posted

      Baker notes Grok 4.5 was the best frontier model in testing

      “Also happy to see that that Grok 4.5 was the best frontier model in their testing. https://t.co/l2fQNJA9PM”

      1 Aug 2026 · X · source
    2. reported

      Baker predicts AI capabilities will be far better than expected in two years and companies will not slow spending.

      “way better than you think in two years. So just no chance they're taking their foot off the gas.”

      4 Aug 2026 · BigGo Finance · BigGo Finance · source

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