The Minutes of Gavin Baker on google https://minutesof.com/gavin-baker/on/google/ Everything Gavin Baker has said on google: 7 verbatim quotes between January 2022 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:42 +0000 Baker argues Google has a temporary pre-training advantage as the lowest cost producer of tokens using advance https://minutesof.com/q/e679ccc2-32ff-45bb-a011-17fece7abd5e/ https://minutesof.com/q/e679ccc2-32ff-45bb-a011-17fece7abd5e/ “So I think Google for sure has this temporary advantage right now from a pre training perspective. I think it's also important that they've been the lowest cost producer of tokens.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google Baker explains Google pays Broadcom 50-55% gross margins for back-end TPU design and Taiwan Semi management. https://minutesof.com/q/440b0421-1fbc-48cd-a05c-365e7fe737ee/ https://minutesof.com/q/440b0421-1fbc-48cd-a05c-365e7fe737ee/ “I think part of that is, so Google, let's say the TPU, so there's front end and back end of semiconductor design, and then there's dealing with Taiwan Semi.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google Baker explains Google pays Broadcom a 50 to 55 percent gross margin for back-end chip design and Taiwan Semi m https://minutesof.com/q/181634e4-7c28-4e3e-8027-37df4f418718/ https://minutesof.com/q/181634e4-7c28-4e3e-8027-37df4f418718/ “And the managing Taiwan Semi is like stamping out that house like Lennar or, you know, D. R. Horton. And for doing those two latter parts, Broadcom earns a 50 to 55% gross margin.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google Baker reports Larry Page has said internally he is willing to go bankrupt rather than lose the AI race. https://minutesof.com/q/3cd17c34-91cc-4d0b-af21-082c3122bb86/ https://minutesof.com/q/3cd17c34-91cc-4d0b-af21-082c3122bb86/ “Larry Page has evidently said internally at Google many times, I am willing to go bankrupt rather than lose this race.” — Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 google Baker says Google was first cloud provider to stop competing with independent infrastructure software provider https://minutesof.com/q/b3e132bb-39ae-4740-ae72-439262de19b4/ https://minutesof.com/q/b3e132bb-39ae-4740-ae72-439262de19b4/ “But they try and force the open source infrastructure build themselves. And I think Google was the first one to realize, like, Hey, this is kind of silly.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 google Baker argues Google was first cloud provider to embrace rather than compete with third-party infrastructure so https://minutesof.com/q/f5f8e724-bbe8-4b20-8e19-8182f56d0dda/ https://minutesof.com/q/f5f8e724-bbe8-4b20-8e19-8182f56d0dda/ “B, there's a lot of money to be made just in providing these primitives. Let's stop trying to compete with these independent infrastructure software providers right on top of the cloud.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 google