The Minutes of Gavin Baker on gpu https://minutesof.com/gavin-baker/on/gpu/ Everything Gavin Baker has said on gpu: 3 verbatim quotes between August 2024 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:43 +0000 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 gpu Baker says GPUs got 50x faster while data centers only 4-5x faster, creating investment opportunity in infrast https://minutesof.com/q/b33bc467-808c-4c8a-b6e6-b35fc3397fb5/ https://minutesof.com/q/b33bc467-808c-4c8a-b6e6-b35fc3397fb5/ “GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster.” — Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 gpu