Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX

Speaker 1: Next guest is Gavin Baker from Atrades Management, the managing partner. Speaker 2: The Baconator.

It goes beyond the title with direct discussion of speaker, know, like, including: He's been on the show before.

1. 01The profitability, the cash generation, the unit economics, they're all very encouraging
2. 02But by and large, I think some of them are just still figuring out how AI can be deployed in their organizations
3. 03And as OpenAI accelerated, so did open weight models