The Minutes of Gavin Baker on bubbles https://minutesof.com/gavin-baker/on/bubbles/ Everything Gavin Baker has said on bubbles: 2 verbatim quotes from May 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:44 +0000 Baker argues Taiwan Semi's capacity discipline is single-handedly preventing an AI bubble. https://minutesof.com/q/fb324547-3123-4b57-aa99-0d2aa4293cda/ https://minutesof.com/q/fb324547-3123-4b57-aa99-0d2aa4293cda/ “So Taiwan Semi, if we don't get a bubble, we need to throw a party for them because they will have single handedly prevented a bubble.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 bubbles Baker argues this may be the first true capacity cycle and that fundamental shortages help avoid a destructive https://minutesof.com/q/eaa2c07f-36b4-496d-a802-6a49e559de0a/ https://minutesof.com/q/eaa2c07f-36b4-496d-a802-6a49e559de0a/ “This may be the first true capacity cycle. And I and and I and I do think that these fundamental shortages are good for us as investors.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 bubbles