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$SPCX · Gavin Baker: SpaceX Might Be the Greatest Company of All Time
now playing · $SPCX
$SPCX···bullish· high· posgavin baker
Baker: SpaceX could be greatest company ever; near-term drivers are terrestrial compute and Cursor
SpaceX monetizes gigawatts at 2-3x neocloud rates and can bring data centers online faster than anyone; near-term revenue driven by terrestrial compute rollout (Colossus clusters)…
$GOOGL···bullish· mediumgavin baker
Google deal values SpaceX compute at $50B per gigawatt, 2-3x neocloud pricing
Google's agreement with SpaceX implies $50B revenue per gigawatt of compute, significantly above average neocloud pricing, validating SpaceX's ability to monetize data center capa…
$CURSORbullish· mediumgavin baker
Cursor in half of Fortune 500; RL fine-tuning on Colossus 2 shows parodic dominance
Cursor's enterprise penetration (50% of Fortune 500) and rapid model improvement via RL on SpaceX's Colossus 2 cluster make it a key near-term variable for SpaceX's compute demand.
$ANTHROPICneutral· lowgavin baker
Anthropic initially chose Google over SpaceX for compute; SpaceX deal had exit clause
Anthropic's initial preference for Google Cloud over SpaceX compute suggests early reliability concerns, but SpaceX's subsequent Google deal and confidence in rapid data center de…
$FIREWORKS-AIneutral· lowgavin baker
Fireworks cited as potential partner for Meta to monetize GPU capacity via revenue share
Meta could partner with inference providers like Fireworks to monetize excess GPU capacity without building full enterprise stack, using revenue-share model.
$META···neutral· mediumgavin baker
Baker: Market pricing immense skepticism on Meta's GPU monetization via EV/net PP&E; Zuck will pivot when AI product hits $1B revenue
Meta's EV/net PP&E multiple reflects deep skepticism about external GPU monetization; however, Zuck has history of rapid pivots (e.g., 2022 layoffs after Brad Gerstner letter) and…
$NET···neutral· mediumgavin baker
CDNs like Cloudflare deliver <1% of AI tokens but command massive latency premium; path to token factory
Cloudflare and other CDNs currently deliver a tiny fraction of AI tokens (<1%) but earn huge premiums for low-latency inference at the edge; they have a path to becoming token fac…
$CBRS···bullish· lowgavin baker
Cerebras proves customers pay premium for inference speed
Cerebras' success demonstrates willingness to pay for low-latency inference, supporting the thesis that edge/CDN providers can command premium pricing for token delivery speed.
$NVDA···bullish· highgavin baker
Baker owned 15% of Nvidia at sub-$2B market cap; sees Rubin chip as drop-in replacement accelerating data center deployment
Historical conviction in Nvidia from early stage; current view is that Rubin architecture is an easier drop-in than Blackwell, enabling faster data center energization which benef…
$TSLA···bullish· highgavin baker
Baker owned 10% of Tesla at sub-$2B market cap
Early investor in Tesla at sub-$2B market cap, indicating high conviction in the company's long-term trajectory.
$NEURALINKbullish· lowgavin baker
Neuralink was sub-$2B valuation for long time; AI accelerating bio/neuro ventures
Neuralink's long period at sub-$2B valuation illustrates how AI is now accelerating adjacent hard-tech fields like brain-computer interfaces and materials science.