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# ![@GavinSBaker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::340387261.png) @GavinSBaker Gavin Baker

Gavin Baker posts on X about ai, elon musk, investment, the first the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::340387261/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::340387261/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +190%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +433%

### Mentions: XX [#](/creator/twitter::340387261/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::340387261/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +6.50%
- X Months XX -XXXX%
- X Year XXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::340387261/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::340387261/c:line/m:followers.svg)

- X Week XXXXXXX +1.10%
- X Month XXXXXXX +5.80%
- X Months XXXXXXX +11%
- X Year XXXXXXX +44%

### CreatorRank: XXXXXX [#](/creator/twitter::340387261/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::340387261/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [celebrities](/list/celebrities)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) #1550, [elon musk](/topic/elon-musk) #518, [investment](/topic/investment) #922, [the first](/topic/the-first) #1820, [tesla](/topic/tesla) 3.85%, [inference](/topic/inference) 3.85%, [the wrong](/topic/the-wrong) 3.85%, [strong](/topic/strong) 3.85%, [nyc](/topic/nyc) 3.85%, [ceo](/topic/ceo) XXXX%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@patrick_oshag](/creator/undefined) [@hanscnelson](/creator/undefined) [@joeytoughknukle](/creator/undefined) [@marcuscohenshit](/creator/undefined) [@gmwulocal](/creator/undefined) [@davidsacks](/creator/undefined) [@nw3](/creator/undefined) [@etf__investmnts](/creator/undefined) [@okitwist](/creator/undefined) [@aramondiaz](/creator/undefined) [@mnj76371374](/creator/undefined) [@r_and_invest](/creator/undefined) [@rebiii333re](/creator/undefined) [@niplusnimoin_](/creator/undefined) [@connorjbates_](/creator/undefined) [@140ismymax](/creator/undefined) [@judechrist44](/creator/undefined) [@hellogo78598860](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last XX hours

"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 204.5K followers, 454.3K 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 204.5K followers, 317.6K engagements


"This is so awesome"  
[X Link](https://x.com/GavinSBaker/status/1995881745590485495)  2025-12-02T15:44Z 204.7K followers, 72.1K 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 204.7K followers, 425.4K 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 204.8K followers, 348.8K 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 204.7K followers, 16.2M 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 204.3K followers, 241.9K 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 204.8K followers, 465K 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 204.7K followers, 1.1M engagements


"@lulumeservey May I meet them is apex X posting"  
[X Link](https://x.com/GavinSBaker/status/1998130523982672242)  2025-12-08T20:40Z 204.8K followers, 1924 engagements


"@elonmusk Yes. Speed is everything"  
[X Link](https://x.com/GavinSBaker/status/1998486286693445805)  2025-12-09T20:13Z 204.8K followers, 9347 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 204.6K followers, 181K engagements


"@HansCNelson @nvidia @xai @elonmusk Great summary - thank you"  
[X Link](https://x.com/GavinSBaker/status/1998486365366006213)  2025-12-09T20:14Z 204.8K followers, 7777 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 200.3K followers, 80.8K engagements


"Yes. And heavily leveraged to both GPUs and TPUs"  
[X Link](https://x.com/GavinSBaker/status/1992613213108580687)  2025-11-23T15:16Z 204.6K followers, 299.5K 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 204.8K followers, 260.7K engagements


"Incredible thread"  
[X Link](https://x.com/GavinSBaker/status/1998101509322727451)  2025-12-08T18:44Z 204.8K followers, 263.1K 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 204.7K followers, 150.5K engagements