Investor Gavin Baker Reveals the ‘Most Plausible and Scariest Bear Case’ for AI – And It’s Not a Bubble Big Tech & AI December 10, 2025 Atreides Management chief investment officer Gavin Baker unveils one scenario that he believes could truly derail the economics of the…
China Falling Behind AI Arms Race After Missing Access to US Blackwell GPUs, Says Atreides CIO Gavin Baker Big Tech & AI November 20, 2025 Atreides Management chief investment officer Gavin Baker says the United States is pulling ahead in the global artificial intelligence hardware…
Atreides CIO Gavin Baker Says AI Is No Bubble, Citing ‘No Dark GPUs’ – Here’s What He Means Big Tech & AI November 2, 2025 A veteran tech investor says the AI cycle has little in common with the dot-com era, noting that capital returns…
