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Gavin Baker

www.youtube.com
4 Followers
community-curated profile

Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://gavin-baker.medium.com

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Podcast episode Jan 25, 2022
Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260]
by Patrick OShaughnessy and Gavin Baker
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Recommended by 2 people
2 mentions
Tweet Nov 4, 2023
Foundation Models without significant RLHF *and* access to high quality proprietary datasets are likely the fastest depreciating assets in human history.  @ericvishria   I think only four are likely to have enduring value and transition into “Founda
by Gavin Baker
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Recommended by 1 person
1 mention
Tweet Aug 18, 2021
1) The expert network transcript services applied to private companies - i.e. venture capital - along with the broad extension of alternative data to VC are having one of the biggest structural impacts on this market I've seen.
by Gavin Baker
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Recommended by 1 person
1 mention
Podcast episode Mar 25, 2022
Fear is the Market Killer with Gavin Baker of Atreides Management
by Danny Moses and 3 others
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