The Minutes of Gavin Baker on bubble risk https://minutesof.com/gavin-baker/on/bubble-risk/ Everything Gavin Baker has said on bubble risk: 2 verbatim quotes between May 2026 and August 2026, each with a timestamp and a link to the recording it… en Mon, 31 Aug 2026 13:08:41 +0000 Baker compares current AI buildout to internet bubble risks if debt-funded rather than cash flow-funded. https://minutesof.com/q/935d1e9b-539a-47a6-8b61-670076129eb3/ https://minutesof.com/q/935d1e9b-539a-47a6-8b61-670076129eb3/ “So if supply and demand get a little bit out of whack, things can unwind very, very, very quickly. That's what happened in the Internet.” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 bubble risk Baker identifies Taiwan Semi's capacity decisions as the single most important indicator of AI bubble risk. https://minutesof.com/q/3849c4ea-56aa-49aa-a1e8-f08ea309f02e/ https://minutesof.com/q/3849c4ea-56aa-49aa-a1e8-f08ea309f02e/ “The pace at which they expand capacity. If I were to watch one thing to understand where there's a bubble, it's Taiwan Semi's capacity decisions.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 bubble risk