The Minutes of Gavin Baker on demand https://minutesof.com/gavin-baker/on/demand/ Everything Gavin Baker has said on demand: 4 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 16:21:43 +0000 Baker notes the startup is renting an identical B200 cluster seven months later at nearly double the price. https://minutesof.com/q/73641bf3-de15-41da-9158-47174de4c752/ https://minutesof.com/q/73641bf3-de15-41da-9158-47174de4c752/ “They're renting the exact same cluster, exact same size cluster, essentially identical in every way, b two hundreds, no no differences.” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 demand 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 demand Baker says he would take the over on every AI capex and demand number given by other speakers. https://minutesof.com/q/3de08092-6158-4e51-8455-aa99d5b8c989/ https://minutesof.com/q/3de08092-6158-4e51-8455-aa99d5b8c989/ “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.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 demand