The Minutes of Gavin Baker on strategy https://minutesof.com/gavin-baker/on/strategy/ Everything Gavin Baker has said on strategy: 2 verbatim quotes between January 2022 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:44 +0000 Baker argues breaking memory supply agreements could destroy franchises due to allocation loss risk. https://minutesof.com/q/0235e5c1-2209-4a3c-b1c5-ed6271534d2c/ https://minutesof.com/q/0235e5c1-2209-4a3c-b1c5-ed6271534d2c/ “I just think given that this is, the axis around which kind of everything is revolving, man, like, might blow up your entire business and your franchise by breaking an LTA.” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 strategy Baker describes adopting a multistage venture strategy from mentor Antonio Gracias. https://minutesof.com/q/06c77514-f635-4a6f-88af-7330ea04b9cc/ https://minutesof.com/q/06c77514-f635-4a6f-88af-7330ea04b9cc/ “But his whole strategy a lot of his strategy for venture, which I ruthlessly copied, is around the idea of their profound advantages towards being multistage.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 strategy