The Minutes of Gavin Baker on financing https://minutesof.com/gavin-baker/on/financing/ Everything Gavin Baker has said on financing: 2 verbatim quotes between May 2026 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:45 +0000 Baker suggests memory companies should copy NVIDIA's credit wrapper model to participate in GPU revenue stream https://minutesof.com/q/04a10ac9-3dc4-4ef0-b30d-013a32bc208d/ https://minutesof.com/q/04a10ac9-3dc4-4ef0-b30d-013a32bc208d/ “Which is? I would be going to the buyers of GPUs, tradiums, and whoever and say, I'll participate in the NVIDIA credit wrapper.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 financing Baker predicts disaggregation extends GPU lives to 10-15 years, lowering financing costs and saving private cr https://minutesof.com/q/e48abb03-3ad3-444d-b363-f1842caaa0da/ https://minutesof.com/q/e48abb03-3ad3-444d-b363-f1842caaa0da/ “This is going to be really good for the whole private credit industry. It's going to help finance the AI build out.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 financing