Tag: Gavin Baker
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‘No Dark GPUs’: Why the AI Boom Is Not a Dot-Com Echo
Investors fearing that the trillion-dollar artificial intelligence buildout echoes the turn-of-the-century dot-com crash are looking at the wrong metrics. Gavin Baker, managing partner at Atreides Management, argued that unlike the telecommunications glut of 2000, the current demand for AI compute is tangible, immediate, and arguably under-supplied. Speaking with Andreessen Horowitz general partner David George, Baker…