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GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview
Investor Gavin Baker analyzes the critical transition in AI infrastructure, arguing that 'reasoning' models bridged a hardware stagnation gap and predicting that XAI will lead the Blackwell era. He details why legacy SaaS companies face an existential margin crisis and proposes orbital data centers as the ultimate first-principles solution for power and cooling constraints.
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