Gavin Baker concedes some AI deals were fake, cites $1.4T commitments talking point
GavinSBaker · x · 2026-10-14
Investor Gavin Baker responded to Ed Zitron's bubble critique, agreeing that some of the deals Zitron flagged "were fake" — but insisted those were exactly what he had meant. He noted a November 2025 Brad interview referencing "$1.4 trillion of commitments," arguing the figure was already a talking point in 2025, not just 2026. The dispute centers on how AI capital commitments are counted and how real they are.
Related event: Zitron and Baker Clash Over the Trillion-Dollar AI Compute Commitments(7 posts)→
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