The Minutes of Gavin Baker on business model https://minutesof.com/gavin-baker/on/business-model/ Everything Gavin Baker has said on business model: 2 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:44 +0000 Baker suggests memory companies should copy NVIDIA's credit wrapper model despite business instability risks. https://minutesof.com/q/b18d31ec-64d8-4147-923e-7a957eb56092/ https://minutesof.com/q/b18d31ec-64d8-4147-923e-7a957eb56092/ “I would be going to the buyers of GPUs, Traniums, and whoever and say, I'll participate in the NVIDIA credit wrapper. Now their business is just inherently less stable and predictable,” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 business model Baker explains Hock Tan's model is opposite of Dell's: find drained profit pools with no competition, enter, a https://minutesof.com/q/03ba6639-ea2d-4d76-bef9-4e3489cef21a/ https://minutesof.com/q/03ba6639-ea2d-4d76-bef9-4e3489cef21a/ “Hock's model has always been to find a profit pool that has been drained and there's no competition left, enter that and jack prices up.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 business model