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From: Sam	2/5/2026 7:37:27 AM
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GPUs, TPUs, & The Economics of AI Explained \| Gavin Baker Interview www.youtube.com/... In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape. They dive deep into the infrastructure war between Nvidia and Google, discuss the implications of Gemini 3 and scaling laws, and examine how the transition from Hopper to Blackwell chips is reshaping the industry. Baker shares his insights on frontier AI models and the economics of token production. The conversation also covers data centers in space, the future of robotics, and why traditional SaaS companies are making critical mistakes with AI adoption. A comprehensive look at the technical, economic, and strategic forces driving the AI revolution. Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

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