[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 $googl, all the, 6969, asics the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::340387261/interactions)  - X Week XXXXXXX +100% - X Month XXXXXXXXX +463% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +272% ### Mentions: XX [#](/creator/twitter::340387261/posts_active)  - X Week XX +138% - X Month XX +29% - X Months XX -XX% - X Year XXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::340387261/followers)  - X Week XXXXXXX +0.34% - X Month XXXXXXX +1.20% - X Months XXXXXXX +4% - X Year XXXXXXX +38% ### CreatorRank: XXXXXX [#](/creator/twitter::340387261/influencer_rank)  ### Social Influence [#](/creator/twitter::340387261/influence) --- **Social category influence** [stocks](/list/stocks) #3266 [technology brands](/list/technology-brands) [fashion brands](/list/fashion-brands) [finance](/list/finance) [vc firms](/list/vc-firms) **Social topic influence** [$googl](/topic/$googl), [all the](/topic/all-the) #686, [6969](/topic/6969), [asics](/topic/asics), [$7936t](/topic/$7936t), [$199k](/topic/$199k), [$25k](/topic/$25k), [$199000on](/topic/$199000on), [open ai](/topic/open-ai), [vc firms](/topic/vc-firms) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts [#](/creator/twitter::340387261/posts) --- Top posts by engagements in the last XX hours "Amazon raising Blackwell per hour pricing. H200 rental pricing going up *after* Blackwell scale deployments ramping up. Might be important. And certainly more important than ridiculous $XXX billion deals that are contingent on future fund raising" [X Link](https://x.com/GavinSBaker/status/1975969596676141293) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-08T17:00Z 187.4K followers, 395.8K engagements "Get ready to hear a lot about TRMs" [X Link](https://x.com/GavinSBaker/status/1976739947630805420) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-10T20:01Z 187.4K followers, 52.8K 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) [@GavinSBaker](/creator/x/GavinSBaker) 2025-06-27T17:15Z 187.4K followers, 80.3K engagements "@Jason Would be quite the twist" [X Link](https://x.com/GavinSBaker/status/1979990938345681372) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-19T19:20Z 187.4K followers, 6052 engagements "Quite a math error from the @FT" [X Link](https://x.com/GavinSBaker/status/1980050568870768669) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-19T23:16Z 187.4K followers, 85.5K engagements "Google gaining search share two months in a row. Overall search instances accelerating from X% YoY growth in October 2024 to XX% in September 2025 as GenAI expands the market. Funny relative to the hysteria earlier this year" [X Link](https://x.com/GavinSBaker/status/1976648151181193226) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-10T13:56Z 187.4K followers, 402.9K engagements "The published correction by @Brycee1der does not acknowledge that on per cluster basis current average per hour A100 prices of $XXXXX are well above breakeven. The article reads quite strangely given this fact which is derived entirely from the articles own data and toy model" [X Link](https://x.com/GavinSBaker/status/1980692868701335603) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-21T17:49Z 187.4K followers, 15K engagements "Lower A100 availability today post Blackwell vs the beginning of the year maybe most interesting. Those 5-6 year depreciation schedules looking much more solid. And every private credit fund that invested in GPU financing is feeling good. Ampere per hour pricing and availability post Blackwell such an important card to turn over for GPU residual value" [X Link](https://x.com/GavinSBaker/status/1976021924708073529) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-08T20:28Z 187.4K followers, 30.8K engagements "Federal budget deficit is improving. Important and underreported" [X Link](https://x.com/GavinSBaker/status/1979978059118739780) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-19T18:28Z 187.4K followers, 121.8K engagements "Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble but makes a math error such that all of their calculations are off by a factor of X by conflating per server and per GPU economics. Doing the math correctly was actually reasonably bullish for the subscalers and super bullish for the hyperscalers. The article is ironically another positive indicator for GPU residual values. Credit to @ShanuMathew93 @zephyr_z9 @The_Colonel__ for pointing out the error" [X Link](https://x.com/GavinSBaker/status/1980058814809333887) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-19T23:49Z 187.4K followers, 714.7K engagements "I am writing this post at the request of @Brycee1der who wrote the erroneous @ft article titled What GPU pricing can tell us about how the AI bubble will pop. Bryce writes: Can a GPU-as-a-service company break even on that type of customer Heres a very simplified toy model. One entry-level Nvidia DGX A100 cluster of eight chips cost $199000on its release in 2020. Based on a chips approximately five-year useful life and XXX per cent uptime it would need to be generating about $X an hour to break even. The conclusion in this paragraph is the one that is quantitatively wrong. The word "it" in" [X Link](https://x.com/GavinSBaker/status/1980691878262501673) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-21T17:45Z 187.4K followers, 189.4K engagements "I will fix that when you replace all the references in the article to $XXXX with $XXXXX which is the internally and logically consistent framing relative to the "$4 break even" *and* explain how this is consistent with all five of your "possible conclusions." The polite humiliations may continue until this point. And of course had this been the framing from the beginning you wouldn't have been publicly dragged by less polite X posters and I never would have posted on this at all. An "apples to oranges" error is a strange hill to repeatedly publicly and metaphorically die on. Cheerio and happy" [X Link](https://x.com/GavinSBaker/status/1980724688251941069) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-21T19:55Z 187.4K followers, 100.4K engagements "OpenAI had a significant lead from summer 2022 through spring 2024 when Google and Anthropic caught up to GPT-4. 7ish quarters of dominance as a result of being the first to aggressively bet on the traditional scaling law for pre-training. Being first to reasoning with o1 only led to a few months of advantage. Deepseek Google and xAI are at rough parity with OpenAI today. xAI arguably in the lead. Google and xAI will likely decisively surpass o3 soon as their base models are better. So urgent need for GPT-5 as the basis for a putative o5reasoning model. Sam noted that OpenAI would have a" [X Link](https://x.com/GavinSBaker/status/1893348988386189774) [@GavinSBaker](/creator/x/GavinSBaker) 2025-02-22T17:15Z 187.4K followers, 3.9M engagements "The Time list of the best VC firms is interesting. Founders Fund #37 Benchmark #56 Greenoaks #114 First Round #174 Sutter Hill #176 with a XX% plus CAGR last XX years. They also appear to be unaware of Sequoias existence. Checks out" [X Link](https://x.com/GavinSBaker/status/1958571509695312146) [@GavinSBaker](/creator/x/GavinSBaker) 2025-08-21T16:46Z 187.4K followers, 129.4K engagements "My most extensive X argument in years. Has been kind of fun. The @ft really needs to either retract the article or correct it along the lines I have repeatedly described. Should I make this a daily crusade until it happens And I think the poor A100 has a defamation case" [X Link](https://x.com/GavinSBaker/status/1980726335376093395) [@GavinSBaker](/creator/x/GavinSBaker) 2025-10-21T20:02Z 187.4K followers, 98.6K 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 $googl, all the, 6969, asics the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +100%
- X Month XXXXXXXXX +463%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +272%
Mentions: XX #
- X Week XX +138%
- X Month XX +29%
- X Months XX -XX%
- X Year XXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.34%
- X Month XXXXXXX +1.20%
- X Months XXXXXXX +4%
- X Year XXXXXXX +38%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #3266 technology brands fashion brands finance vc firms
Social topic influence $googl, all the #686, 6969, asics, $7936t, $199k, $25k, $199000on, open ai, vc firms
Top assets mentioned Alphabet Inc Class A (GOOGL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Amazon raising Blackwell per hour pricing. H200 rental pricing going up after Blackwell scale deployments ramping up. Might be important. And certainly more important than ridiculous $XXX billion deals that are contingent on future fund raising"
X Link @GavinSBaker 2025-10-08T17:00Z 187.4K followers, 395.8K engagements
"Get ready to hear a lot about TRMs"
X Link @GavinSBaker 2025-10-10T20:01Z 187.4K followers, 52.8K engagements
"Medium confidence hypothesis: in X years Trainium TPU and Dojo will be the only ASICs left standing"
X Link @GavinSBaker 2025-06-27T17:15Z 187.4K followers, 80.3K engagements
"@Jason Would be quite the twist"
X Link @GavinSBaker 2025-10-19T19:20Z 187.4K followers, 6052 engagements
"Quite a math error from the @FT"
X Link @GavinSBaker 2025-10-19T23:16Z 187.4K followers, 85.5K engagements
"Google gaining search share two months in a row. Overall search instances accelerating from X% YoY growth in October 2024 to XX% in September 2025 as GenAI expands the market. Funny relative to the hysteria earlier this year"
X Link @GavinSBaker 2025-10-10T13:56Z 187.4K followers, 402.9K engagements
"The published correction by @Brycee1der does not acknowledge that on per cluster basis current average per hour A100 prices of $XXXXX are well above breakeven. The article reads quite strangely given this fact which is derived entirely from the articles own data and toy model"
X Link @GavinSBaker 2025-10-21T17:49Z 187.4K followers, 15K engagements
"Lower A100 availability today post Blackwell vs the beginning of the year maybe most interesting. Those 5-6 year depreciation schedules looking much more solid. And every private credit fund that invested in GPU financing is feeling good. Ampere per hour pricing and availability post Blackwell such an important card to turn over for GPU residual value"
X Link @GavinSBaker 2025-10-08T20:28Z 187.4K followers, 30.8K engagements
"Federal budget deficit is improving. Important and underreported"
X Link @GavinSBaker 2025-10-19T18:28Z 187.4K followers, 121.8K engagements
"Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble but makes a math error such that all of their calculations are off by a factor of X by conflating per server and per GPU economics. Doing the math correctly was actually reasonably bullish for the subscalers and super bullish for the hyperscalers. The article is ironically another positive indicator for GPU residual values. Credit to @ShanuMathew93 @zephyr_z9 @The_Colonel__ for pointing out the error"
X Link @GavinSBaker 2025-10-19T23:49Z 187.4K followers, 714.7K engagements
"I am writing this post at the request of @Brycee1der who wrote the erroneous @ft article titled What GPU pricing can tell us about how the AI bubble will pop. Bryce writes: Can a GPU-as-a-service company break even on that type of customer Heres a very simplified toy model. One entry-level Nvidia DGX A100 cluster of eight chips cost $199000on its release in 2020. Based on a chips approximately five-year useful life and XXX per cent uptime it would need to be generating about $X an hour to break even. The conclusion in this paragraph is the one that is quantitatively wrong. The word "it" in"
X Link @GavinSBaker 2025-10-21T17:45Z 187.4K followers, 189.4K engagements
"I will fix that when you replace all the references in the article to $XXXX with $XXXXX which is the internally and logically consistent framing relative to the "$4 break even" and explain how this is consistent with all five of your "possible conclusions." The polite humiliations may continue until this point. And of course had this been the framing from the beginning you wouldn't have been publicly dragged by less polite X posters and I never would have posted on this at all. An "apples to oranges" error is a strange hill to repeatedly publicly and metaphorically die on. Cheerio and happy"
X Link @GavinSBaker 2025-10-21T19:55Z 187.4K followers, 100.4K engagements
"OpenAI had a significant lead from summer 2022 through spring 2024 when Google and Anthropic caught up to GPT-4. 7ish quarters of dominance as a result of being the first to aggressively bet on the traditional scaling law for pre-training. Being first to reasoning with o1 only led to a few months of advantage. Deepseek Google and xAI are at rough parity with OpenAI today. xAI arguably in the lead. Google and xAI will likely decisively surpass o3 soon as their base models are better. So urgent need for GPT-5 as the basis for a putative o5reasoning model. Sam noted that OpenAI would have a"
X Link @GavinSBaker 2025-02-22T17:15Z 187.4K followers, 3.9M engagements
"The Time list of the best VC firms is interesting. Founders Fund #37 Benchmark #56 Greenoaks #114 First Round #174 Sutter Hill #176 with a XX% plus CAGR last XX years. They also appear to be unaware of Sequoias existence. Checks out"
X Link @GavinSBaker 2025-08-21T16:46Z 187.4K followers, 129.4K engagements
"My most extensive X argument in years. Has been kind of fun. The @ft really needs to either retract the article or correct it along the lines I have repeatedly described. Should I make this a daily crusade until it happens And I think the poor A100 has a defamation case"
X Link @GavinSBaker 2025-10-21T20:02Z 187.4K followers, 98.6K engagements