[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @GavinSBaker Gavin Baker Gavin Baker posts on X about ai, elon musk, the first, inference the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::340387261/interactions)  - X Week XXXXXXXXX +28% - X Month XXXXXXXXX +130% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX +439% ### Mentions: XX [#](/creator/twitter::340387261/posts_active)  - X Week XX +16% - X Month XX +29% - X Months XX +11% - X Year XXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::340387261/followers)  - X Week XXXXXXX +3.90% - X Month XXXXXXX +8.70% - X Months XXXXXXX +15% - X Year XXXXXXX +48% ### CreatorRank: XXXXXXX [#](/creator/twitter::340387261/influencer_rank)  ### Social Influence **Social category influence** [celebrities](/list/celebrities) #3933 [finance](/list/finance) XX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [ai](/topic/ai) #4145, [elon musk](/topic/elon-musk) #143, [the first](/topic/the-first) 10%, [inference](/topic/inference) #6, [token](/topic/token) #441, [investment](/topic/investment) #1299, [xai](/topic/xai) #64, [tesla](/topic/tesla) 3.33%, [imo](/topic/imo) 3.33%, [sun](/topic/sun) XXXX% **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@grok](/creator/undefined) [@patrick_oshag](/creator/undefined) [@hanscnelson](/creator/undefined) [@r_and_invest](/creator/undefined) [@marionawfal](/creator/undefined) [@ewinsberg](/creator/undefined) [@wrong_way_down](/creator/undefined) [@charleswangb](/creator/undefined) [@vitahyoso](/creator/undefined) [@economystrateg](/creator/undefined) [@joeytoughknukle](/creator/undefined) [@patrickoshag](/creator/undefined) [@leakmealpha](/creator/undefined) [@_clarktang](/creator/undefined) [@spicep0dcast](/creator/undefined) [@rebiii333re](/creator/undefined) [@alanjoregan](/creator/undefined) [@simplepine8888](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "@zebulgar Neither is Elon. And while you are a very smart man you dont quite have his track record yet" [X Link](https://x.com/GavinSBaker/status/1998844150255595763) 2025-12-10T19:55Z 208.2K followers, 7597 engagements "Yesterday @RealJimChanos posited that Teslas relatively low capex meant that they were not a serious competitor in real world AI and Robotics. This is *exactly* the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO. Teslas inference definitionally happens in the car so their customers are effectively paying for the inference compute capex which is now probably the majority of hyperscaler capex spend. Teslas capex might be an order of magnitude higher if they had to synthetically generate relevant driving data in a datacenter. Customer subsidized" [X Link](https://x.com/GavinSBaker/status/1989708096919179504) 2025-11-15T14:52Z 208.2K followers, 455.1K engagements "The last year was the TPU's moment in the sun. The next XX months might be different as the GB300 finally ramps. And then Rubin. Models trained and then inferenced on these GPUs are likely to show a dramatic leap in capability. I think we see the first significant AI scientific breakthrough and the first economically useful agents outside of coding as a result. And the lower per token cost enabled by the GB300 and then Rubin will help democratize AI. Exciting times" [X Link](https://x.com/GavinSBaker/status/1995919979280281652) 2025-12-02T18:16Z 208.2K followers, 183K engagements "Jamie Dimon is likely to run in 2028. And this initiative will be a big part of his pitch if he does" [X Link](https://x.com/GavinSBaker/status/1998066717562744996) 2025-12-08T16:26Z 208.2K followers, 431.2K engagements "Would be awesome for the country if he ran. One of the XX most impressive CEOs I have ever met. Something that made me really like him as a person: Maybe XX years ago I was eating at Scalinatella in NYC (great old school Italian place in a stone basement). Jamie Dimon sits down at the table next to us. He waits by himself for more than an hour. Super happy and relaxed the entire time. Really nice to the waiters. Never looks at his phone or his watch. Orders wine but waits to drink even a glass. I am wondering who on this planet would keep Jamie Dimon waiting for an hour Then a young woman and" [X Link](https://x.com/GavinSBaker/status/1998069690506059839) 2025-12-08T16:38Z 208.2K followers, 353.3K engagements "@patrick_oshag Yes. Overwhelmingly so" [X Link](https://x.com/GavinSBaker/status/1998489129273970753) 2025-12-09T20:25Z 208.2K followers, 33.1K engagements "Really good visual summary. Maybe there is something to this whole AI thing" [X Link](https://x.com/GavinSBaker/status/1998490592742187102) 2025-12-09T20:31Z 208.2K followers, 201.6K engagements "Deeply amused by all the confident commentary that datacenters in space do not work from a physics and engineering perspective. Elon operates two of the largest coherent GPU clusters in the world SpaceX is responsible for over XX% of mass to orbit and SpaceX operates the largest satellite constellation in the solar system. More than XX years later no other company or country can consistently land and reuse orbital rockets. He publicly stated that the lowest cost way to do AI compute will be with solar powered satellites. Maybe just maybe his pencil and paper analysis of the physics or the" [X Link](https://x.com/GavinSBaker/status/1998838018669686931) 2025-12-10T19:31Z 208.2K followers, 490.6K engagements "Starlink v3 will be XX kilowatts and should have no thermal dissipation issues. Elons stated plan is XXX kilowatts for each AI satellite; slightly less than a full Blackwell rack. Starship should be able to lift XX to XX megawatts to sun-synchronous orbit per flight. Inference will likely be the primary use case" [X Link](https://x.com/GavinSBaker/status/1998854525609033950) 2025-12-10T20:37Z 208.2K followers, 270.3K engagements "@lulumeservey May I meet them is apex X posting" [X Link](https://x.com/GavinSBaker/status/1998130523982672242) 2025-12-08T20:40Z 206K followers, 1933 engagements "Insane that Apollo posted this. Their average annualized return metric shows that Private Equity and Private Credit are outperforming the S&P XXX over X X and XX year periods. Except that average annualized return is a meaningless made up metric that has nothing to do with performance. On a compounded basis - i.e. annualized returns i.e. the metric that matters for any investor in the solar system - the S&P XXX is outperforming Private Equity and Private Credit over the last X years and is in-line to ahead over the last XX years" [X Link](https://x.com/GavinSBaker/status/1938327362749284821) 2025-06-26T20:03Z 208.2K followers, 242K engagements "@elonmusk Yes. Speed is everything" [X Link](https://x.com/GavinSBaker/status/1998486286693445805) 2025-12-09T20:13Z 208.2K followers, 11.1K engagements "Medium confidence hypothesis: in X years Trainium TPU and Dojo will be the only ASICs left standing" [X Link](https://x.com/GavinSBaker/status/1938647472210837986) 2025-06-27T17:15Z 208.2K followers, 80.9K engagements "My firm @atreidesmgmt will be voting in favor of Elon Musks performance-based compensation package. And I would prefer that *every* company I invest in have a comparable plan. I believe shareholders should generally support thoughtfully structured performance-based CEO compensation packages because they incentivize CEOs to create transformational growth and value. The basic logic of these plans is the CEO gets XX% of the incremental value creation if they 10x the stock with a 2x hurdle. So shareholders get a XXX% stock increase and the CEO gets an incremental 10%. The first Tesla plan" [X Link](https://x.com/GavinSBaker/status/1983911108248285581) 2025-10-30T14:57Z 208.2K followers, 16.2M engagements "Completely agree. Sam Altmans manifestly ridiculous $X trillion of spending commitments shifted the AI investing landscape. The market is more skeptical now. Ironically makes an IPO harder for them. Also likely ended any potential for a 1999 style melt-up which is healthy" [X Link](https://x.com/GavinSBaker/status/1989788551626797162) 2025-11-15T20:12Z 208.2K followers, 466K engagements "Deeply strange @nytimes article about @DavidSacks Leading in AI is good for America. And there is no way for America to lead in AI without American investors in AI doing well. Irrespective of whether those investors are Davids friends or his enemies. And like everyone who has been in Silicon Valley for a long time David has enemies in Silicon Valley who are also doing well by investing in AI. The most disappointing part of the article is that there an interesting debate to be had about the wisdom of selling deprecated GPUs to China that are XX months ahead of Chinese domestic alternatives and" [X Link](https://x.com/GavinSBaker/status/1995236624129466669) 2025-11-30T21:00Z 208.2K followers, 1.1M engagements "October: $XXX trillion in spending commitments. November: Rough Vibes. December: Code Red. Life comes at you fast" [X Link](https://x.com/GavinSBaker/status/1995862709343318277) 2025-12-02T14:28Z 208.2K followers, 262.1K engagements "This is so awesome" [X Link](https://x.com/GavinSBaker/status/1995881745590485495) 2025-12-02T15:44Z 208.2K followers, 74.3K engagements "Incredible thread" [X Link](https://x.com/GavinSBaker/status/1998101509322727451) 2025-12-08T18:44Z 208.2K followers, 270.4K engagements "@HansCNelson @nvidia @xai @elonmusk Great summary - thank you" [X Link](https://x.com/GavinSBaker/status/1998486365366006213) 2025-12-09T20:14Z 208.2K followers, 10.5K engagements "Really fun to chat with @patrick_oshag as always. Investing as the search for truth peak TPU the reason xAI is likely to be first to market with a Blackwell model why AI is the first time in my career investing in tech that being the low cost producer mattered Google losing its per token cost advantage as a result of GB300 Rubin as an ASIC killer the impact of reasoning on the business model of frontier labs SaaS chess and perhaps most importantly: Datacenters in space. The final frontier for AI" [X Link](https://x.com/GavinSBaker/status/1998774569407291445) 2025-12-10T15:19Z 208.2K followers, 54.9K engagements "LoL. Doing the AMD deal and then the Broadcom deal *before* the Nvidia deal was finalized might have been quite a mistake. Highlighting via @modestproposal1" [X Link](https://x.com/GavinSBaker/status/1991263569061769247) 2025-11-19T21:53Z 208.2K followers, 318.6K engagements "Yes. And heavily leveraged to both GPUs and TPUs" [X Link](https://x.com/GavinSBaker/status/1992613213108580687) 2025-11-23T15:16Z 208.2K followers, 300.9K engagements "@elonmusk LFG" [X Link](https://x.com/GavinSBaker/status/1998865474571076051) 2025-12-10T21:20Z 208.2K followers, 37.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GavinSBaker Gavin Baker
Gavin Baker posts on X about ai, elon musk, the first, inference the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXXXX +28%
- X Month XXXXXXXXX +130%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +439%
Mentions: XX #
- X Week XX +16%
- X Month XX +29%
- X Months XX +11%
- X Year XXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +3.90%
- X Month XXXXXXX +8.70%
- X Months XXXXXXX +15%
- X Year XXXXXXX +48%
CreatorRank: XXXXXXX #
Social Influence
Social category influence celebrities #3933 finance XX% stocks XXXXX% technology brands XX% automotive brands XXXX% fashion brands XXXX% countries XXXX%
Social topic influence ai #4145, elon musk #143, the first 10%, inference #6, token #441, investment #1299, xai #64, tesla 3.33%, imo 3.33%, sun XXXX%
Top accounts mentioned or mentioned by @elonmusk @jiahanjimliu @grok @patrick_oshag @hanscnelson @r_and_invest @marionawfal @ewinsberg @wrong_way_down @charleswangb @vitahyoso @economystrateg @joeytoughknukle @patrickoshag @leakmealpha @_clarktang @spicep0dcast @rebiii333re @alanjoregan @simplepine8888
Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"@zebulgar Neither is Elon. And while you are a very smart man you dont quite have his track record yet"
X Link 2025-12-10T19:55Z 208.2K followers, 7597 engagements
"Yesterday @RealJimChanos posited that Teslas relatively low capex meant that they were not a serious competitor in real world AI and Robotics. This is exactly the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO. Teslas inference definitionally happens in the car so their customers are effectively paying for the inference compute capex which is now probably the majority of hyperscaler capex spend. Teslas capex might be an order of magnitude higher if they had to synthetically generate relevant driving data in a datacenter. Customer subsidized"
X Link 2025-11-15T14:52Z 208.2K followers, 455.1K engagements
"The last year was the TPU's moment in the sun. The next XX months might be different as the GB300 finally ramps. And then Rubin. Models trained and then inferenced on these GPUs are likely to show a dramatic leap in capability. I think we see the first significant AI scientific breakthrough and the first economically useful agents outside of coding as a result. And the lower per token cost enabled by the GB300 and then Rubin will help democratize AI. Exciting times"
X Link 2025-12-02T18:16Z 208.2K followers, 183K engagements
"Jamie Dimon is likely to run in 2028. And this initiative will be a big part of his pitch if he does"
X Link 2025-12-08T16:26Z 208.2K followers, 431.2K engagements
"Would be awesome for the country if he ran. One of the XX most impressive CEOs I have ever met. Something that made me really like him as a person: Maybe XX years ago I was eating at Scalinatella in NYC (great old school Italian place in a stone basement). Jamie Dimon sits down at the table next to us. He waits by himself for more than an hour. Super happy and relaxed the entire time. Really nice to the waiters. Never looks at his phone or his watch. Orders wine but waits to drink even a glass. I am wondering who on this planet would keep Jamie Dimon waiting for an hour Then a young woman and"
X Link 2025-12-08T16:38Z 208.2K followers, 353.3K engagements
"@patrick_oshag Yes. Overwhelmingly so"
X Link 2025-12-09T20:25Z 208.2K followers, 33.1K engagements
"Really good visual summary. Maybe there is something to this whole AI thing"
X Link 2025-12-09T20:31Z 208.2K followers, 201.6K engagements
"Deeply amused by all the confident commentary that datacenters in space do not work from a physics and engineering perspective. Elon operates two of the largest coherent GPU clusters in the world SpaceX is responsible for over XX% of mass to orbit and SpaceX operates the largest satellite constellation in the solar system. More than XX years later no other company or country can consistently land and reuse orbital rockets. He publicly stated that the lowest cost way to do AI compute will be with solar powered satellites. Maybe just maybe his pencil and paper analysis of the physics or the"
X Link 2025-12-10T19:31Z 208.2K followers, 490.6K engagements
"Starlink v3 will be XX kilowatts and should have no thermal dissipation issues. Elons stated plan is XXX kilowatts for each AI satellite; slightly less than a full Blackwell rack. Starship should be able to lift XX to XX megawatts to sun-synchronous orbit per flight. Inference will likely be the primary use case"
X Link 2025-12-10T20:37Z 208.2K followers, 270.3K engagements
"@lulumeservey May I meet them is apex X posting"
X Link 2025-12-08T20:40Z 206K followers, 1933 engagements
"Insane that Apollo posted this. Their average annualized return metric shows that Private Equity and Private Credit are outperforming the S&P XXX over X X and XX year periods. Except that average annualized return is a meaningless made up metric that has nothing to do with performance. On a compounded basis - i.e. annualized returns i.e. the metric that matters for any investor in the solar system - the S&P XXX is outperforming Private Equity and Private Credit over the last X years and is in-line to ahead over the last XX years"
X Link 2025-06-26T20:03Z 208.2K followers, 242K engagements
"@elonmusk Yes. Speed is everything"
X Link 2025-12-09T20:13Z 208.2K followers, 11.1K engagements
"Medium confidence hypothesis: in X years Trainium TPU and Dojo will be the only ASICs left standing"
X Link 2025-06-27T17:15Z 208.2K followers, 80.9K engagements
"My firm @atreidesmgmt will be voting in favor of Elon Musks performance-based compensation package. And I would prefer that every company I invest in have a comparable plan. I believe shareholders should generally support thoughtfully structured performance-based CEO compensation packages because they incentivize CEOs to create transformational growth and value. The basic logic of these plans is the CEO gets XX% of the incremental value creation if they 10x the stock with a 2x hurdle. So shareholders get a XXX% stock increase and the CEO gets an incremental 10%. The first Tesla plan"
X Link 2025-10-30T14:57Z 208.2K followers, 16.2M engagements
"Completely agree. Sam Altmans manifestly ridiculous $X trillion of spending commitments shifted the AI investing landscape. The market is more skeptical now. Ironically makes an IPO harder for them. Also likely ended any potential for a 1999 style melt-up which is healthy"
X Link 2025-11-15T20:12Z 208.2K followers, 466K engagements
"Deeply strange @nytimes article about @DavidSacks Leading in AI is good for America. And there is no way for America to lead in AI without American investors in AI doing well. Irrespective of whether those investors are Davids friends or his enemies. And like everyone who has been in Silicon Valley for a long time David has enemies in Silicon Valley who are also doing well by investing in AI. The most disappointing part of the article is that there an interesting debate to be had about the wisdom of selling deprecated GPUs to China that are XX months ahead of Chinese domestic alternatives and"
X Link 2025-11-30T21:00Z 208.2K followers, 1.1M engagements
"October: $XXX trillion in spending commitments. November: Rough Vibes. December: Code Red. Life comes at you fast"
X Link 2025-12-02T14:28Z 208.2K followers, 262.1K engagements
"This is so awesome"
X Link 2025-12-02T15:44Z 208.2K followers, 74.3K engagements
"Incredible thread"
X Link 2025-12-08T18:44Z 208.2K followers, 270.4K engagements
"@HansCNelson @nvidia @xai @elonmusk Great summary - thank you"
X Link 2025-12-09T20:14Z 208.2K followers, 10.5K engagements
"Really fun to chat with @patrick_oshag as always. Investing as the search for truth peak TPU the reason xAI is likely to be first to market with a Blackwell model why AI is the first time in my career investing in tech that being the low cost producer mattered Google losing its per token cost advantage as a result of GB300 Rubin as an ASIC killer the impact of reasoning on the business model of frontier labs SaaS chess and perhaps most importantly: Datacenters in space. The final frontier for AI"
X Link 2025-12-10T15:19Z 208.2K followers, 54.9K engagements
"LoL. Doing the AMD deal and then the Broadcom deal before the Nvidia deal was finalized might have been quite a mistake. Highlighting via @modestproposal1"
X Link 2025-11-19T21:53Z 208.2K followers, 318.6K engagements
"Yes. And heavily leveraged to both GPUs and TPUs"
X Link 2025-11-23T15:16Z 208.2K followers, 300.9K engagements
"@elonmusk LFG"
X Link 2025-12-10T21:20Z 208.2K followers, 37.5K engagements