Gavin Baker: AI Valuations Can't All Be Right

Atreides partner Gavin Baker ($11B AUM) said on the All-In Podcast that AI valuations cannot all be right, noting memory stocks trade at 3-5x P/E while Nvidia looks suspiciously cheap.

2026-09-13 ~ 2026-09-13 · 2 related posts

• AI valuations can't all be right: memory at 3-5x PE vs premium infrastructure, says Gavin Baker — rohanpaul_ai · 2026-09-13
• Full video: Gavin Baker on AI sector valuation inconsistencies (All-In Podcast) — rohanpaul_ai · 2026-09-13