The Minutes of Gavin Baker on amazon https://minutesof.com/gavin-baker/on/amazon/ Everything Gavin Baker has said on amazon: 3 verbatim quotes between January 2022 and May 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:43 +0000 Tranium, by far. Tranium is going to be to 2026, especially in the second half of this year when Tranium three https://minutesof.com/q/a91f962e-6711-454f-b1db-5c6d4437360d/ https://minutesof.com/q/a91f962e-6711-454f-b1db-5c6d4437360d/ “Tranium, by far. Tranium is going to be to 2026, especially in the second half of this year when Tranium three really ramps, as TPUs were to twenty twenty five.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 amazon Baker notes Amazon spent more on CapEx in two years than in the preceding twenty years. https://minutesof.com/q/8e03624f-6573-45dc-bc4b-f5a969338ad1/ https://minutesof.com/q/8e03624f-6573-45dc-bc4b-f5a969338ad1/ “It's not a comment on Amazon. It's just a comment on the supplier response. They have spent more money on CapEx in the last two years than they did in the preceding twenty years.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 amazon Baker provides specific numbers showing Amazon's CapEx jumped from $62B over 20 years to $87B in just two year https://minutesof.com/q/b84158be-ed2c-48d3-9a32-4f05c66c9f6f/ https://minutesof.com/q/b84158be-ed2c-48d3-9a32-4f05c66c9f6f/ “From 1999 to 2019, they spent $62,000,000,000 on CapEx. They're going spend $87,000,000,000 in 2020 and 2021. That's crazy.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 amazon