Baker says he would take the over on every AI capex and demand number given by other speakers.
“And I would just say, I take the over on every number that they gave. Every single number. As what I think, you know, they're conservative guys.”
Baker notes only 10 basis points of the population uses AI models properly despite trillions spent.
“10 basis points of the world's population is using these models the way they should probably be used. And we're in an insane shortage despite spending cumulatively trillions of dollars.”
Baker notes SpaceX added massive compute capacity instantly without any market price impact.
“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.”
Baker notes the startup is renting an identical B200 cluster seven months later at nearly double the price.
“They're renting the exact same cluster, exact same size cluster, essentially identical in every way, b two hundreds, no no differences.”
Baker notes that a 50% price cut in GPT 5.6 drove 14x volume increase, calling it wild.
“50% price cut driving 14x more volume is kinda wild. https://t.co/WJJ4ET0Gh1”
Baker notes that a 50% price cut in GPT 5.6 drove 14x volume increase, calling it wild.
“50% price cut driving 14x more volume is kinda wild. https://t.co/WJJ4ET0Gh1”