Gavin Baker on

labor

2 quotes · August 2026

Saidverbatim, newest first

  1. 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.”

    35:24 · Invest Like The Best · 4 Aug 2026 · permalink
  2. 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.”

    36:39 · Invest Like The Best · 4 Aug 2026 · permalink

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