Full video: Gavin Baker on AI sector valuation inconsistencies (All-In Podcast)
rohanpaul_ai · x · 2026-09-13
Follow-up post by rohanpaulai linking the full All-In Podcast video behind Gavin Baker's (CIO, Atreides, $11B AUM) remarks that AI-sector valuations are cross-sectionally inconsistent: memory at 3-5x PE and cheap Nvidia coexist with richly valued suppliers pricing in the same boom, while profits flow to whatever is hardest to substitute.
Related event: Gavin Baker: AI Valuations Can't All Be Right(2 posts)→
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