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▶ 16:44 · $OPENAI · The AI Slowdown Debate | Diet TBPN
episode briefing
TBPN

The AI Slowdown Debate | Diet TBPN

2026-09-14 · 2 company · 0 thematic
sentiment
1 bull0 bear1 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.

quote
“TLDDR the only tangible new fact is that OpenAI and anthropic are going to have embedded third-party evaluators from unknown organizations... I think there are minimal investment implications from this single new fact.”
—gavin baker
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