Gavin Baker · Invest Like The Best · 4 August 2026
“They think that SpaceX is gonna try and bring on eight gigawatts of compute. I will never bet against Elon, but, I mean, that would be a truly incredible feat.”
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.