PERSON DIRECTORY
Gavin Baker
Host of Heller House. Gavin Baker appears in 17 indexed conversations across All-In, Invest Like the Best, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
Brad GerstnerGavin BakerAndrew FoxClark Tang
SpaceX’s $135 IPO and $1.77T valuation already have terrestrial AI economics behind them, with EWS reaching the #4 hyperscaler position in 30 days and Anthropic contracts monetizing at $22-23B per gigawatt per year.Orbital compute is an optional 5x capex reduction conditional on Starship reuse and satellite reliability, while Cursor’s coding data and Fable 5 could extend frontier-model revenue; the $1.5T capex case still faces valuation, macro, and execution risk.
Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control
Starship V3’s successful first flight, including new V3 Raptors and a soft second-stage splashdown, strengthens conviction that rapid reuse could cut Falcon’s cost per kilogram 10x within the next couple of years.That capability is sequenced with Starlink V3, direct-to-cell and orbital compute: Starlink could grow from 10M customers to hundreds of millions, while SpaceX builds toward thousands of launches annually and heavy silicon capex.