Episode
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Invest Like the Best with Patrick O'Shaughnessy · Aug 4, 2026 · 1 h 05 min
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss the latest moves…