The Minutes of Gavin Baker on compute pricing https://minutesof.com/gavin-baker/on/compute-pricing/ Everything Gavin Baker has said on compute pricing: 2 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:43 +0000 Baker argues contracted compute trades at massive discount to spot, repricing will drive acceleration despite https://minutesof.com/q/2dc9da48-18d0-48ed-9973-9ca9945bab0d/ https://minutesof.com/q/2dc9da48-18d0-48ed-9973-9ca9945bab0d/ “you have the contracted base of installed compute trading at a massive discount to the current spot market, and as those contracts roll off and compute gets repriced higher, spot could decline and compute will still get repriced higher,” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 compute pricing Baker explains Meta's compute rental was inspired by SpaceX selling clusters at massive premiums to contracted https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ “What it was is they saw SpaceX have a big installed base of compute and sell some big trading optimized clusters into the market at a truly massive premium to these contracted rates.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 compute pricing