Gavin Baker: AI spend to grow 100x, highlighting compute inequality in knowledge industries
GavinSBaker · x · 2026-08-24
Gavin Baker predicts internal AI spend at Atreides Management will be roughly 100x higher in August 2026 vs. March 2026, currently doubling monthly. He argues scale is crucial in AI investing and that a minimum token spend will be required to compete in knowledge-based industries, referencing the concept of "compute inequality."
More from AGI Musings
- Proposal: Codify laws for AI agents via PR-style voting — natesiggard · 2026-08-24
- Elon Musk's 2012 take: Technology doesn't naturally improve — rohanpaul_ai · 2026-08-24
- Expect to be modeled by AI tools in high-stakes situations — soumitrashukla9 · 2026-08-24
- AI provides a moment of humility that makes it worth the price — Elijah_Meeks · 2026-08-24
- Dev stops updating priors as AI moves too fast — gowthami_s · 2026-08-24
- Mathematician shares latest thoughts on the relationship between math and AI — littmath · 2026-08-24