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$EXCITE-LABS · SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
now playing · $EXCITE-LABS
$EXCITE-LABSbullish· low· posgavin baker
Gavin Baker: Seraphim Space portfolio company Excite Labs chips in every Starlink; pass rad testing despite not radiation-hardened
Excite Labs chips (not radiation-hardened) passed space radiation testing and are going into essentially every Starlink satellite. Demonstrates SpaceX's specialty: engineering roc…
$ANTHROPICbullish· highgavin baker
Gavin Baker: Anthropic profitable at $100B ARR with 80% margins, proving AI ROI
Anthropic and OpenAI combined at ~$100B ARR with 80% gross margins on inference demonstrates real returns on GPU spend, validating the AI infrastructure buildout.
$FLOCK-SAFETYbullish· mediumgavin baker
Gavin Baker/Jason Calacanis: Flock Safety proves crime is a choice; AI cameras deployed bottom-up by municipalities
Flock Safety's AI cameras (license plate reading, no facial recognition, rolling 2-3yr database with audit trails) deployed city-by-city. Cambridge MA voted to turn off gunshot de…
$SPCX···bullish· highgavin baker
Gavin Baker: SpaceX builds data centers faster than anyone; Anthropic $15B/yr deal validates EWS
SpaceX builds gigawatt data centers in 66-122 days (accelerating), far faster than competitors. Anthropic's $15B/yr Colossus rental proves demand and enables rapid stamping of new…
$CURSORbullish· highgavin baker
Gavin Baker: Cursor Composer 2.5 Pareto dominant after 3 weeks RL on Colossus with proprietary coding data
Cursor allegedly has more coding tokens than public internet. Composer 2.5 (same base model as 2.0) became Pareto dominant after 3-4 weeks of RL on Colossus 2 with Cursor data. Pr…
$GOOGL···neutral· mediumgavin baker
Gavin Baker: Google convinced orbital compute is reality; Gemini 3.1 Pro on Pareto frontier
Google (along with Anthropic, Amazon, Nvidia) is 'very convinced' orbital compute will be reality. Gemini 3.1 Pro is one of only four models on the Pareto frontier. SpaceX well-po…
$XAIbullish· mediumgavin baker
Gavin Baker: Grok 4.3 on Pareto frontier; Grok Build harness + Colossus compute closing gap fast
xAI's Grok 4.3 (500B params) now on Pareto frontier alongside Google 3.1 Pro, OpenAI, Anthropic. Grok Build harness (runtime/environment managing state/memory) released and iterat…
$NVDA···bullish· highgavin baker
Gavin Baker: Nvidia growing AI share vs Broadcom/TPUs; $20B CPU business emerges
Nvidia's western hyperscaler+AI cloud revenue (ex-China) growing faster than Broadcom's 143% YoY AI semiconductor growth. $20B CPU revenue this year makes Nvidia a top CPU vendor…
$AVGO···neutral· mediumgavin baker
Gavin Baker: Broadcom guiding 143% YoY AI semiconductor growth but not submitting chips for benchmarks
Broadcom's AI semiconductor revenue growing 143% YoY but TPU/ASICs not submitted to MLPerf or inference benchmarks, suggesting they would lose head-to-head vs Nvidia. Share gain n…
$CRWV···bullish· highgavin baker
Gavin Baker: Nvidia quarter saved neoclouds; GPU 10-15yr life enables 6% asset-backed financing
Disaggregated inference (Groq/Cerebras for decode, older GPUs for other stages) extends GPU useful life to 10-15 years. CoreWeave signing 6-year contracts at 6% financing proves m…
$SPCX···bullish· high· poschamath palihapitiya
Chamath Palihapitiya: SpaceX at $2T is buying the most important internet infrastructure since the internet
Starlink scales to hundreds of millions of users at GDP+10-15% growth; AI compute business (Colossus) could reach $100-200B revenue by 2030; orbital compute and DC-to-DC power arc…