Gavin Baker · Sohn Conference Foundation · 15 May 2026
“And if they doubled or tripled capacity, like, NVIDIA could probably sell $11,520,000,000,000 worth of chips next year. I really believe that. But the other side of that might be very painful for everyone.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Gavin Baker is on record saying.