{"podcast":{"title":"Limitless: An AI Podcast","slug":"limitless-an-ai-podcast-7326914","podcast_index_feed_id":7326914,"rss_url":"https://feeds.transistor.fm/limitless","website_url":"http://limitless.bankless.com","image_url":"https://img.transistorcdn.com/0ES8eRUVkv4Rn7SlH_5W_rzp8P7REcmwLOfVDFZjfrE/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.jpg","author":"Limitless","episode_count":179,"summary":"Exploring the frontiers of Technology and AI","last_synced_at":null,"page_url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914"},"episode":{"title":"How Gavin Baker Invests in AI, and Where the Bubble is Going Next","slug":"how-gavin-baker-invests-in-ai-and-where-the-bubble-is-going-next","published_at":"2026-05-28T12:20:28+00:00","page_url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/how-gavin-baker-invests-in-ai-and-where-the-bubble-is-going-next","show_page_url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914","url":"https://share.transistor.fm/s/f38da741","audio_url":"https://media.transistor.fm/f38da741/cb2667e9.mp3","summary":"In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses. Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR! ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 AI Infrastructure Thesis 1:47 Gavin’s Track Record 2:57 Bottlenecks in Chips 5:26 Unity and World Models 7:40 Inference 11:20 Four AI Constraints 17:35 Energy and Space Compute 19:08 This Isn’t Dot-Com 24:10 Supply Constraints 26:06 Conclusion ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠","meta_description":"In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1743,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/how-gavin-baker-invests-in-ai-and-where-the-bubble-is-going-next/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/how-gavin-baker-invests-in-ai-and-where-the-bubble-is-going-next.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}