The Minutes of Gavin Baker on roi https://minutesof.com/gavin-baker/on/roi/ Everything Gavin Baker has said on roi: 2 verbatim quotes between August 2024 and August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:44 +0000 Baker says tech CEOs aren't thinking about ROI because they believe they're racing to create a digital god. https://minutesof.com/q/0f558539-ea5f-4335-90b1-230da6124058/ https://minutesof.com/q/0f558539-ea5f-4335-90b1-230da6124058/ “Mark Zuckerberg, Satya, and Sundar just told you in different ways, we are not even thinking about ROI.” — Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 roi Baker argues return on invested capital has risen for AI spenders, dismissing ROI skepticism. https://minutesof.com/q/54e32faa-2b0f-4c4e-8873-a20bcaecbf4a/ https://minutesof.com/q/54e32faa-2b0f-4c4e-8873-a20bcaecbf4a/ “These companies are all public, and there is something called return on invested capital. And ROIC has gone up for all of these companies since they ramped CapEx.” — Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 roi