The Minutes of Gavin Baker on cost https://minutesof.com/gavin-baker/on/cost/ Everything Gavin Baker has said on cost: 2 verbatim quotes from December 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:44 +0000 Baker says AI is the first time in his career that being the low-cost producer matters in tech. https://minutesof.com/q/25b2d299-b64a-4ee1-a269-e4a8a062374a/ https://minutesof.com/q/25b2d299-b64a-4ee1-a269-e4a8a062374a/ “And this is really important because AI is the first time in my career as a tech investor that being the low cost producers ever matter.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 cost Baker says AI is the first time in tech where being the low-cost producer matters economically. https://minutesof.com/q/ca343e9e-3861-42a8-96b6-e02b5065cbf4/ https://minutesof.com/q/ca343e9e-3861-42a8-96b6-e02b5065cbf4/ “AI is the first time in my career as a tech investor that being the low cost producers ever matter. Apple is not worth trillions because they're a low cost producer of phones.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 cost