The Minutes of Gavin Baker on competition https://minutesof.com/gavin-baker/on/competition/ Everything Gavin Baker has said on competition: 6 verbatim quotes between April 2020 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:42 +0000 Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the f https://minutesof.com/q/c61d7914-6ccd-414e-a014-d20425f1ebd0/ https://minutesof.com/q/c61d7914-6ccd-414e-a014-d20425f1ebd0/ “@dnapway Directionally accurate imo. I think we are going to see American open-weight models approach the frontier one way or another.” — X Sat, 29 Aug 2026 13:47:09 +0000 competition Baker identifies four companies that matter at scale in long-term supply agreements for AI chips. https://minutesof.com/q/713544d7-5fd8-47e8-a9b2-9bd80b763737/ https://minutesof.com/q/713544d7-5fd8-47e8-a9b2-9bd80b763737/ “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.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 competition Baker says Apple, Google, and Facebook missed massive opportunity by not matching Zoom's UI and UX quality. https://minutesof.com/q/3e10c557-73d3-4f16-ac35-1f6bb5e86e5a/ https://minutesof.com/q/3e10c557-73d3-4f16-ac35-1f6bb5e86e5a/ “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.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 competition