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."
Related event: Gavin Baker Predicts 100x AI Spend Growth and a Minimum Token-Spend Barrier(5 posts)→
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