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Investor Gavin Baker, reacting to Anthropic's S-1, argues demand is outrunning compute supply, while counterpoints on customer concentration and training-heavy compute test how far that optimism can run.
Gavin Baker and David George, both investors, get into sub-one-year compute paybacks, the political fight over data centers, and why Nvidia's financing ecosystem is hard to beat.
Nvidia's Jensen Huang, joined by investor Gavin Baker, covers shipping-container AI factories, chip residual value as loan collateral, and zero-trust sandboxes for autonomous agents.