Gavin Baker @GavinSBaker

3 of this account's posts made the board, 1 reached the top 3.

Stories from this source

Anthropic turns cash-flow positive

Gavin Baker says third-party data shows Anthropic turned free-cash-flow positive in Q3 and reaccelerated in October on Opus 5.5, and may stop disclosing ARR.

AI Peaked at #3 @GavinSBaker Oct 15, 07:42
Open Models Boost AI Infrastructure

Gavin Baker argues open-weight models benefit AI infra, with B300 up 38% and B200 up 10%.

AI Peaked at #5 @GavinSBaker Oct 11, 03:30
HFT and Cyberwar Chip Forecast

Gavin Baker predicts 2027 HFT and cyber wars via low-latency SRAM chips, with Jane Street's $200M/mw likely just the start.

AI Peaked at #6 @GavinSBaker Oct 5, 23:51