Episode · Invest Like the Best · 2025-12-09
Patrick O'Shaughnessy & Gavin Baker: books mentioned on Invest Like the Best #451
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.
Patrick O'Shaughnessy discussed What Technology Wants by Kevin Kelly.
Books mentioned, in the order they came up
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What Technology Wants
What Technology Wants by Kevin Kelly is a book exploring the evolution of technology, viewing it as a vast, living system with its own independent drive and trajectory.
Discussed“You're making me think of of Kevin Kelly's great, uh book, What Technology Wants. He calls it the technium, like the like the overall mass of technology that just like is supplied by humans.”
Where to get it
Other mentions in this episode (2) — ad reads, self-promotion and passing references, never counted
Passing Market wizards
“Then I read Market Wizards. Then I read Warren Buffett's letters to his shareholders. This is like during my internship.”
Passing Why Stocks Go Up (and Down)
“There's this great book, Why Stocks Go Up and Down. Then I went back to school.”