Gavin Baker

Person · appeared on 5 episodes

Founding partner and chief investment officer of Atreides Management, a technology-focused investment firm; previously an investor at Fidelity and Capital Research.

Episodes

Anduril Laptop, DoorDash + Instacart, Gavin Baker Joins | Miles Arnone, Rahul Sengottuvelu
TBPN · 27 Oct · guest
Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX
TBPN · 27 Oct · guest
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Invest Like the Best with Patrick O'Shaughnessy · 4 Aug · guest
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
Invest Like the Best with Patrick O'Shaughnessy · 20 May · guest
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
Invest Like the Best with Patrick O'Shaughnessy · 9 Dec 2025 · guest