Baker's firm will spend one hundred times more on AI in August 2026 than in March 2026, with spending doubling monthly.
“Suspect we will start to hear about a “Pareto optimal” balance of computationally efficient humans, cheaper open-source tokens and frontier tokens. Our internal AI spend @Atreidesmgmt will be roughly 100x higher in August 2026 vs. March 2026. Still roughly doubling every month.”
Baker forecasts his firm's AI spending will increase one hundred times between March and August 2026, continuing to double monthly.
“Suspect we will start to hear about a “Pareto optimal” balance of computationally efficient humans, cheaper open-source tokens and frontier tokens. Our internal AI spend @Atreidesmgmt will be roughly 100x higher in August 2026 vs. March 2026. Still roughly doubling every month.”