gavinsbaker
@gavinsbaker
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Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only m... Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only metric that matters over time. K3 probably joins the frontier onc...
Post praises PoolsideAI’s 118B-parameter open-source model and expects it to be on the “Pareto frontier” (implying strong efficiency/quality tradeoff). No public-market tickers or tradable instruments explicitly mentioned; largely narrative/technology context.
...nned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Ant... Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that Show more Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be
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Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only m...
Post argues a new “Pareto Frontier” of AI models (Grok 4.5, SWE-1.7, Opus 5; later K3) and claims “intelligence per $” will be the dominant metric over time—implying competition shifts toward cost/performance efficiency and away from pure capability bragging rights. No explicit public tickers or trade instructions.
Gavin Baker @GavinSBaker 21m Awesome to have Jensen on X! Jensen Huang @JensenHuang 43m For my first post, I’m sharin...
Post is mainly a positive signal/narrative around Nvidia (Jensen Huang) promoting open AI models as important for innovation, safety, and national “sovereignty.” It’s not a direct product/earnings/catalyst call, but it reinforces Nvidia’s positioning as a central platform provider for broad AI adoption.
Gavin Baker @GavinSBaker Jul 21 American open source FTW! Nice job @poolsideai Crazy metrics for 118b parameters. I e...
Post praises PoolsideAI’s 118B-parameter open-source model and expects it to be on the “Pareto frontier” (implying strong efficiency/quality tradeoff). No public-market tickers or tradable instruments explicitly mentioned; largely narrative/technology context.
Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Ant...
Post claims Kimi K3 could be an AI inflection point, potentially negative for Anthropic/OpenAI, and broadly positive for “essentially every other company,” with the bigger catalyst being an open-source frontier model (“Sputnik moment”). No public tickers are directly mentioned; implications to public markets are indirect via OpenAI/Anthropic partners and broader AI commoditization.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only m... Gavin Baker @GavinSBaker 28m New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only metric that matters over time. K3 probably joins the frontier onc...
Post praises PoolsideAI’s 118B-parameter open-source model and expects it to be on the “Pareto frontier” (implying strong efficiency/quality tradeoff). No public-market tickers or tradable instruments explicitly mentioned; largely narrative/technology context.
...nned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Ant... Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that Show more Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be
Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Ant... Pinned Gavin Baker @GavinSBaker 26m Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that Show more Pinned Gavin Baker @GavinSBaker 26m Kimi...
Post claims Kimi K3 could be an AI inflection point, potentially negative for Anthropic/OpenAI, and broadly positive for “essentially every other company,” with the bigger catalyst being an open-source frontier model (“Sputnik moment”). No public tickers are directly mentioned; implications to public markets are indirect via OpenAI/Anthropic partners and broader AI commoditization.
Post claims Kimi K3 could be an AI inflection point, potentially negative for Anthropic/OpenAI, and broadly positive for “essentially every other company,” with the bigger catalyst being an open-source frontier model (“Sputnik moment”). No public tickers are directly mentioned; implications to public markets are indirect via OpenAI/Anthropic partners and broader AI commoditization.
Post claims Kimi K3 could be an AI inflection point, potentially negative for Anthropic/OpenAI, and broadly positive for “essentially every other company,” with the bigger catalyst being an open-source frontier model (“Sputnik moment”). No public tickers are directly mentioned; implications to public markets are indirect via OpenAI/Anthropic partners and broader AI commoditization.
Post argues a “mega bull case” for AI infrastructure would materialize if inference market share shifts from high-margin frontier labs toward cheaper models (open-source or closed), improving end-customer ROI by increasing “intelligence per $”. This implies higher inference adoption/volume and thus stronger demand for compute/networking infrastructure. No explicit tickers mentioned; implications are thematic across AI infra supply chain.
Post argues a “mega bull case” for AI infrastructure would materialize if inference market share shifts from high-margin frontier labs toward cheaper models (open-source or closed), improving end-customer ROI by increasing “intelligence per $”. This implies higher inference adoption/volume and thus stronger demand for compute/networking infrastructure. No explicit tickers mentioned; implications are thematic across AI infra supply chain.
Post argues a “mega bull case” for AI infrastructure would materialize if inference market share shifts from high-margin frontier labs toward cheaper models (open-source or closed), improving end-customer ROI by increasing “intelligence per $”. This implies higher inference adoption/volume and thus stronger demand for compute/networking infrastructure. No explicit tickers mentioned; implications are thematic across AI infra supply chain.
Post argues a “mega bull case” for AI infrastructure would materialize if inference market share shifts from high-margin frontier labs toward cheaper models (open-source or closed), improving end-customer ROI by increasing “intelligence per $”. This implies higher inference adoption/volume and thus stronger demand for compute/networking infrastructure. No explicit tickers mentioned; implications are thematic across AI infra supply chain.
Post argues a “mega bull case” for AI infrastructure would materialize if inference market share shifts from high-margin frontier labs toward cheaper models (open-source or closed), improving end-customer ROI by increasing “intelligence per $”. This implies higher inference adoption/volume and thus stronger demand for compute/networking infrastructure. No explicit tickers mentioned; implications are thematic across AI infra supply chain.
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