Radio and PodcastLive Radio & Podcasts![Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473] artwork](https://megaphone.imgix.net/podcasts/3bc7d580-53ec-11f1-99c0-3bd245449e4f/image/31563a7dd10ea92493c934f0c1e723fe.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Business
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate th...
Related Episodes
Continue listening to more episodes from Invest Like the Best with Patrick O'Shaughnessy.
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
Sep 1, 2026 - 59:46
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
Aug 25, 2026 - 78:07
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Aug 4, 2026 - 65:04