The Minutes

Gavin Baker on

labor

2 entries, 4 Aug 2026 to 4 Aug 2026

On the recordsourced and dated, oldest first

    1. spoken

      Baker cites examples showing blue collar workers benefiting significantly from AI adoption.

      “I think one of them gave an example of I forget if it was a plumber or an HVAC contractor, but, like, you know, everybody who's a blue collar worker is doing great because of AI.”

      4 Aug 2026 · Invest Like The Best · 36:39 · source · permalink
    2. spoken

      Baker calculates 20% token spend on knowledge work implies $5 trillion addressable market.

      “There's 25,000,000,000,000 in knowledge work. And so let's, you know, let's say that that's, you know, let's take your 20% number. That's 5,000,000,000,000.”

      4 Aug 2026 · Invest Like The Best · 35:24 · source · permalink

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