PERSON DIRECTORY
Jas Khaira
Jas Khaira appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Inside the Mind of a Tech Investor with Gavin Baker
Gavin Baker says every memory cycle signals “sell,” but this may resemble the mid-90s capacity cycle, leaving him taking the over on AI infrastructure forecasts.He sees TSMC constraining supply, Trainium 3 gaining significance, and neoclouds earning premiums through utilization, while orbital compute threatens terrestrial power and cooling industrials within two years.