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Gavin Baker

Gavin Baker

X @gavinsbaker
🔄 Data last refreshed 1 day ago
🤝

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Followers
301.5K
Posts
10.6K
Following
6.2K
Account age
15 yrs
🧰 Free analysis for Gavin Baker
🕵️ Fake follower check 📊 Engagement rate 💰 What they charge

Known for

📊 Post performance

3.35M
Avg views / post
11.1×
Reach vs followers
Jul 2011
On X since

🔥 Top post: I am saying “Just grok it” more every day. Fastest change in my · 25.77M views

📊 Activity & format

Posting cadence
0.07 / week
A lower-frequency account — each post lands with more weight.
Content mix
Mostly text
Recent: 2 video · 5 image · 11 text.
Follower / following
49×
Follows 6.2K back. A strong ratio — an audience that follows them, not a follow-for-follow network.
Verification
✓ X Premium
A paid X Premium (Blue) verified account.

Recent posts

View on X ↗
🔥 Top post I am saying “Just grok it” more every day. Fastest change in my online activity ever. Highly recommend. 25.77M❤ 3.3K🔁 718
Market is overreacting to hyperscale credit spreads widening from my perspective. TL;DR Spot pricing for renting GPU compute materially above contracted rates implies hyperscalers are underearning while operating cash flow acceleration is … 1.43M❤ 5.3K🔁 995 Now this is a true banger. 617.4K❤ 7.4K🔁 240 My firm, @atreidesmgmt, will be voting in favor of Elon Musk’s performance-based compensation package. And I would prefer that *every* company I invest in have a comparable plan. I believe shareholders should generally support thoughtful… 16.23M❤ 8.2K🔁 1.3K Geopolitically, nothing matters more than winning AI. These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters. The semiconductor exempti… 813.8K❤ 4.3K🔁 971 Worth watching, especially for anyone skeptical on DOGE. @AntonioGracias is one of my closest friends, one of the most exceptional people I know and extremely high integrity. Grateful to him, Elon and many others for serving 🇺🇸 at DOGE. … 10.29M❤ 7.6K🔁 2K OpenAI had a significant lead from summer 2022 through spring 2024 when Google and Anthropic caught up to GPT-4. 7ish quarters of dominance as a result of being the first to aggressively bet on the traditional scaling “law” for pre-trainin… 3.93M❤ 3.2K🔁 611 Grok-3 is the first model *ever* to score over 1400 on Chatbot Arena and outperforms the best publicly available reasoning models from OpenAI and Google. xAI was founded 13 years after Deepmind and 8 years after OpenAI and is now ahead of… 6.08M❤ 5.5K🔁 1.2K 1) DeepSeek r1 is real with important nuances. Most important is the fact that r1 is so much cheaper and more efficient to inference than o1, not from the $6m training figure. r1 costs 93% less to *use* than o1 per each API, can be run l… 3.35M❤ 8.9K🔁 1.6K 2) Conclusions: 1) Lowering the cost to train will increase the ROI on AI. 2) There is no world where this is positive for training capex or the “power” theme in the near term. 3) The biggest risk to the current “AI infrastructure” winn… 444.9K❤ 3.6K🔁 574 Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM. SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per … 3.79M❤ 15K🔁 2.9K My firm, @atreidesmgmt, will be voting in favor of reincorporating Tesla in Texas and reinstating Elon Musk’s performance-based compensation agreement for two reasons:   First, I believe Tesla stock will go up if the compensation agreement… 613.5K❤ 3K🔁 401

💡 Facts

🗓️Joined X in 2011 — 15 years ago.
👁️Averages 3.35M views per post.
📤Posts about 0.1× per week.
💬2.54% engagement rate.
🏅Earned the 100K Followers for passing 100K followers.

🛡️ Audience credibility

83/100
Excellent Credibility score
93%
Real Real audience
Low Fake-follower risk
High Data confidence
  • Est. 93% real, active audience · Low fake-follower risk.
  • Strong engagement (~11.1× of followers engage each post) — an active, real audience.
  • Organic base — far more followers than accounts it follows.
  • Verified account.
  • Established account (15+ years old).
  • 2.54% engagement — below the ~14.4% typical for this size.

Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.

About

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://gavin-baker.medium.com

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