Gavin Baker on AI platform shift, upside vs downside, extinction risk, Nvidia outlook & more | E1764

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Jun 19, 2023

Gavin Baker, a partner at Atreides Management, shares his insights on the transformative influence of AI on the tech landscape. He discusses the potential risks of advanced AI, including extinction threats and the implications of its self-improvement. David Derigiotis, Chief Insurance Officer at Embroker, emphasizes how businesses can stand out through robust cybersecurity measures. Their engaging conversation covers the current economic climate, Nvidia’s prospects, and the importance of tech resilience in an evolving digital world.

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INSIGHT

Generative AI's Significance

Generative AI is not just a new distribution channel like cloud computing or the iPhone.
It represents a fundamental shift in technology, akin to the invention of the rotary steam engine.

INSIGHT

AI: Upside vs. Downside

New technologies possess correlated upside and downside potentials, like nuclear energy or AI.
AI's potential benefits are immense, but it carries an extinction risk.

INSIGHT

LLM Breakthrough

Large Language Models (LLMs) like ChatGPT achieved significant progress when trained on a data volume comparable to human brain training.
Cloud computing and the iPhone provided the necessary computing power and data for this advancement.

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Today’s show:

Atreides Management’s Gavin Baker joins Jason to break down the current macro picture, the AI platform shift, and the reshuffling of the entire tech deck. (1:27) They also cover the potential impact of AI recursively improving itself and extinction risks (15:06) before discussing chip demand, Nvidia’s outlook, and more! (25:13) Then, Embroker's Chief Insurance Officer David Derigiotis explains how to differentiate your business with cybersecurity! (40:24)

Gavin's fireside chat was recorded live at LAUNCH Angel Summit in Napa.

Time stamps:

(0:00) Gavin and Jason on joining the resistance!

(1:27) Current macro picture, the AI platform shift, and how AI is reshuffling everything in tech

(13:42) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist

(15:06) Exponential compounding of generative AI, AGI chances, recursive AI improvement

(23:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST

(25:13) Chip demand, Nvidia’s outlook, which high-end fields might be most at risk, extinction risks

(39:02) .Tech Domains - get a 1-year domain for $10 or a 5-year domain for $50 at https://go.tech/TWIST

(40:24) Embroker Chief Insurance Officer David Derigiotis gives a talk on how to differentiate your business with cybersecurity

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All opinions expressed in this episode are solely the speakers’ own opinions and do not necessarily reflect the opinion of any firm affiliated with the speakers. This episode is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of the speakers’ firms may maintain positions in the securities discussed.