Thematic Investors Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
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Jul 1, 2024 
Gavin Baker, CIO & Managing Partner, discusses technology investments inspired by history and literature. Topics include AI bubbles, data center investments, risks of startups vs. industry giants like Google, Meta, and Microsoft, and the impact of AI on application software. The podcast also explores how science fiction and fantasy influence investing, exceptional talent in engineering, and the challenges and advancements in the tech industry.
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From Climber to Investor
- Gavin Baker planned to live a rock climbing and skiing lifestyle after college but got hooked on investing during an internship.
- He switched majors to history and economics and found investing an addictive meritocratic game of skill and chance.
Early Days of AI Investing
- We are in the very early stages of the AI era, similar to the early internet.
- The infrastructure layer, like data centers, is the right place to invest now before application layers mature.
Optimize GPU Utilization
- Focus on GPU utilization as the key metric for AI companies since GPUs are the expensive "head chefs" of AI data centers.
- Improving storage, memory, and networking boosts utilization and performance of GPUs.