▶ 45:20 · $AMD · AMD's inference curve slightly worse than Blackwell but still an $800B company — shifting curve further creates massive value

episode briefing

Invest Like The Best

The Two Harvard Dropouts Who raised $800M to take on NVIDIA

2026-06-30 · 5 company · 7 thematic

sentiment

2 bull1 bear2 neu

speakers

gavin baker

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

rob

CCO of Saronic; 22-year Marine Corps veteran (active and reserves); worked at defense primes, ran a consulting firm; joined Saronic via Joe Lonsdale/8VC connection and hunting trip with CEO Dino; leads growth, government relations, contracts, proposals, and international portfolio.

quote

“You could see an AMD curve which is a little bit worse than Blackwells and it's still an $800 billion company. So if you think about what then the impacts are of shifting that curve not just a little bit further out but but much further ou…”

—rob

episode shorts · 1

Building a Company for the Obsessed

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