Semiconductors are foundational to AI, suggesting long-term investment opportunities.
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Gavin Baker on AI’s Trajectory #investing #semiconductor #hedgefund
Capital Allocators with Ted SeidesMar 6, 2026
Gavin Baker discusses the long-term trajectory of AI, comparing the current phase to the early days of the internet. He highlights the foundational role of semiconductors in AI development and expresses excitement about the potential for enduring investment firms.
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