Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX

This is our full interview with Gavin Baker.

We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom.

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