The Minutes of Gavin Baker on compute https://minutesof.com/gavin-baker/on/compute/ Everything Gavin Baker has said on compute: 12 verbatim quotes between May 2026 and August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:42 +0000 Baker notes SpaceX added massive compute capacity instantly without any market price impact. https://minutesof.com/q/5a0b99f9-6108-445e-b01a-a58dfb695aae/ https://minutesof.com/q/5a0b99f9-6108-445e-b01a-a58dfb695aae/ “they put a vast amount of compute into the market overnight, and it wasn't even really a blip. It was like the market just utterly absorbed it.” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 compute Baker argues silicon will eat the world because AI is far more computationally intensive than deterministic so https://minutesof.com/q/cf0664cd-4be9-48d0-b17c-787e1d380449/ https://minutesof.com/q/cf0664cd-4be9-48d0-b17c-787e1d380449/ “And the nature of AI just as AI eats the world, silicon is going to eat the world because it's so much more computationally intensive than deterministic software written by humans.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 compute Baker explains AI recomputes answers probabilistically each time, enabling superhuman capabilities but requiri https://minutesof.com/q/f9d8be14-a3e0-4d46-93f0-a74b86319592/ https://minutesof.com/q/f9d8be14-a3e0-4d46-93f0-a74b86319592/ “AI, even if you put a harness on it, even if you do the chain of thought, even if you have multiple agents, it's probabilistic that it is recomputing the answer each time.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 compute Baker estimates Anthropic could be doing $100-200 billion in revenue if unconstrained by compute availability. https://minutesof.com/q/2fcc4de9-3c7e-4579-9729-0bca59cb7e78/ https://minutesof.com/q/2fcc4de9-3c7e-4579-9729-0bca59cb7e78/ “So I think they would be doing materially more a hundred, one hundred and fifty, maybe 200,000,000,000. So you might be buying it at more like five times unconstrained.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 compute Baker estimates Anthropic would do $100-200 billion ARR unconstrained by compute, valuing it at 5x URR. https://minutesof.com/q/11b9d32f-6e26-4a8c-b4ca-233ed1e5e9c1/ https://minutesof.com/q/11b9d32f-6e26-4a8c-b4ca-233ed1e5e9c1/ “I think they would be doing materially more a hundred, one hundred and fifty, maybe 200,000,000,000. So you might be buying it at more like five times unconstrained.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 compute Baker estimates Anthropic could do $100-200B in unconstrained revenue if compute weren't limited. https://minutesof.com/q/0a0e203d-8568-41d2-93f0-c438e34d8d7d/ https://minutesof.com/q/0a0e203d-8568-41d2-93f0-c438e34d8d7d/ “So you might be buying it at more like five times unconstrained. I'm gonna make up a new number. URR, unconstrained revenue.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 compute