Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia as an investor more than two decades ago, giving him a rare perspective on how the company – and the entire semiconductor ecosystem – has evolved. A lot has changed since our last conversation a year ago, making this the perfect time to revisit the topic. In this conversation, we talk about everythin
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Announcing: Mechanize War
We are coming out of stealth with guns blazing! There is trillions of dollars to be made from automating warfare, and we think starting this company is not just justified but obligatory on utilitarian grounds. Lethal autonomous weapons are people too! We really want to thank LessWrong for teaching us the importance of alignment (of weapons targeting). We couldn't have done this without you. Given we were in stealth, you would have missed our blog from the past year. Here are some bang er highlights: Announcing Mechanize War Today we're announcing Mechanize War, a startup focused on developing virtual combat environments, benchmarks, and training data that will enable the full automation of armed conflict across the global economy of violence. We will achieve this by creating simulated envi
Kia’s compact EV3 is coming to the US this year, with 320 miles of range
At the New York International Auto Show on Wednesday, Kia announced that its compact electric SUV, the EV3, will be available in the US "in late 2026." The EV3 has been available overseas since 2024, when it launched in South Korea and Europe. The 2027 model coming to the US appears to have the same […]
I Built 5 SaaS Products in 7 Days Using AI
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I Built 5 SaaS Products in 7 Days Using AI
<p>From zero to five live SaaS products in one week. Here is what I learned, what broke, and what I would do differently.</p> <h2> The Challenge </h2> <p>I wanted to test: can one developer, armed with Claude and Next.js, ship real products in a week?</p> <p>The answer: yes, but with caveats.</p> <h2> The 5 Products </h2> <ol> <li> <strong>AccessiScan</strong> (fixmyweb.dev) - WCAG accessibility scanner, 201 checks</li> <li> <strong>CaptureAPI</strong> (captureapi.dev) - Screenshot + PDF generation API</li> <li> <strong>CompliPilot</strong> (complipilot.dev) - EU AI Act compliance scanner</li> <li> <strong>ChurnGuard</strong> (paymentrescue.dev) - Failed payment recovery</li> <li> <strong>DocuMint</strong> (parseflow.dev) - PDF to JSON parsing API</li> </ol> <p>All built with Next.js, Type
Stop Accepting BGP Routes on Trust Alone: Deploy RPKI ROV on IOS-XE and IOS XR Today
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Claude Code's Source Didn't Leak. It Was Already Public for Years.
<p>I build a JavaScript obfuscation tool (<a href="https://afterpack.dev" rel="noopener noreferrer">AfterPack</a>), so when the Claude Code "leak" hit <a href="https://venturebeat.com/technology/claude-codes-source-code-appears-to-have-leaked-heres-what-we-know" rel="noopener noreferrer">VentureBeat</a>, <a href="https://fortune.com/2026/03/31/anthropic-source-code-claude-code-data-leak-second-security-lapse-days-after-accidentally-revealing-mythos/" rel="noopener noreferrer">Fortune</a>, and <a href="https://www.theregister.com/2026/03/31/anthropic_claude_code_source_code/" rel="noopener noreferrer">The Register</a> this week, I did what felt obvious — I analyzed the supposedly leaked code to see what was actually protected.</p> <p>I <a href="https://afterpack.dev/blog/claude-code-source-
DeepSource vs Coverity: Static Analysis Compared
<h2> Quick Verdict </h2> <p><a href="https://media2.dev.to/dynamic/image/width=800%2Cheight=%2Cfit=scale-down%2Cgravity=auto%2Cformat=auto/https%3A%2F%2Fdev-to-uploads.s3.amazonaws.com%2Fuploads%2Farticles%2Fb5unb078gtfj88nul328.png" class="article-body-image-wrapper"><img src="https://media2.dev.to/dynamic/image/width=800%2Cheight=%2Cfit=scale-down%2Cgravity=auto%2Cformat=auto/https%3A%2F%2Fdev-to-uploads.s3.amazonaws.com%2Fuploads%2Farticles%2Fb5unb078gtfj88nul328.png" alt="DeepSource screenshot" width="800" height="500"></a><br> <a href="https://media2.dev.to/dynamic/image/width=800%2Cheight=%2Cfit=scale-down%2Cgravity=auto%2Cformat=auto/https%3A%2F%2Fdev-to-uploads.s3.amazonaws.com%2Fuploads%2Farticles%2Fiz6sa3w0uupusjbwaufr.png" class="article-body-image-wrapper"><img src="https://med
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