Baker says Apple, Google, and Facebook missed massive opportunity by not matching Zoom's UI and UX quality.
“And I can only imagine what it feels like to be at whether it's Apple with FaceTime, Google with Hangouts, Facebook with whatever their video chat is.”
Baker describes semiconductor industry as consolidated into monopolies, duopolies, or three-player oligopolies in every subsector.
“In every subsector of semis, you either have a monopoly, duopoly, or in the worst case, an oligopoly of three.”
“@NoonHillCapMgmt Always wise to be skeptical. Nothing wrong with the analogy, just the barriers to entry are higher, quality of companies is materially higher and structurally harder to bring on capacity given shortages.”
Baker identifies four companies that matter at scale in long-term supply agreements for AI chips.
“Let's just think about the game theory of breaking an LTA. So there's four companies that matter at scale. There's Amazon with their tradiums.”
Baker claims Anthropic is losing market share to OpenAI, open source, and Grok while still posting exceptional growth numbers.
“On the margin, Anthropic is losing share to OpenAI, to open source, and to Grok, and they're still growing so fast the numbers are still exceptional.”
Baker agrees that his switch to Grok Bot happened surprisingly fast, responding to a user who replaced Claude
“@benitoz Kinda wild how fast it happened for me.”
Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the frontier.
“@dnapway Directionally accurate imo. I think we are going to see American open-weight models approach the frontier one way or another.”
Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the frontier.
“@dnapway Directionally accurate imo. I think we are going to see American open-weight models approach the frontier one way or another.”