▶ 56:00 · $GOOGL · Google TPU, Meta MTIA, Microsoft Maia, OpenAI Jalapeno are non-existential side projects vs Etched's existential focus

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

“It fundamentally is not existential for my company for this product to win for Google with TPUs like their revenue comes from search. Google won't fail if TPUs fail. That's right. Meta won't fail if MTIA fails. Microsoft won't fail if Maya…”

—rob

episode shorts · 1

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