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9 AM Atreides Management founding partner and CIO 10 sources Investment management firm focused on technology and public markets, founded and led by Gavin Baker as founding partner and CIO. F Fidelity former employee 3 sources Boston-based financial services firm and investment management company known for mutual funds, brokerage and retirement plans. D Dartmouth student 1 source Private Ivy League research university in Hanover, New Hampshire. DL Donaldson, Lufkin & Jenrette intern 1 source Former American investment bank, acquired by Credit Suisse, known for its research reports. A Alta ski bum and housekeeper 1 source Ski resort in Little Cottonwood Canyon, Utah, United States. CR Capital Research former colleague 2 sources Investment management firm. A a16z founding partner and CIO 1 source Venture capital firm, also known as Andreessen Horowitz, founded by Marc Andreessen and Ben Horowitz that invests in technology startups. C Crusoe investor 1 source AI infrastructure company that builds and powers GPU data centres for training and running AI, and sells compute, GPUs and managed AI cloud services to customers. DM Dartmouth Mountaineering Club member 1 source Student mountaineering and climbing club at Dartmouth College in Hanover, New Hampshire. 2 AL Astera Labs invested in 1 source Semiconductor company that makes connectivity chips for AI data centers. F Fortell invested in 1 source Hearing technology company that develops AI-powered hearing aids and operates its own audiology clinics, starting in New York City. 5 AL Anduril Laptop, DoorDash + Instacart, Gavin Baker Joins | Miles Arnone, Rahul Sengottuvelu guest 2 sources GB Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485] guest 2 sources GB Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451] guest 2 sources GB Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX guest 2 sources GB Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473] guest 2 sources