The Minutes of Gavin Baker on forecast https://minutesof.com/gavin-baker/on/forecast/ Everything Gavin Baker has said on forecast: 2 verbatim quotes from May 2026, each with a timestamp and a link to the recording it came from. en Fri, 23 Oct 2026 11:01:18 +0000 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 forecast Baker takes the over on every AI capex and memory forecast number given by other speakers at the conference. https://minutesof.com/q/d4f2a0f4-56a2-49b1-b256-38a58d9467ac/ https://minutesof.com/q/d4f2a0f4-56a2-49b1-b256-38a58d9467ac/ “And I would just say, I take the over on every number that they gave. Every single number.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 forecast