Mar 2, 2026
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover strategies focused on technology and the consumer.
Gavin’s deep knowledge of semiconductors and AI may be second to
none, but our conversation
barely touches the space. We begin with
Gavin’s upbringing, intellectual curiosity, and path to
investing, before turning to the beliefs that shape his
approach. We explore his view that investing is a search for truth
best pursued through debate, intellectual honesty, and a
willingness to be wrong, and why people, culture,
execution, and risk management matter more than
investment process in driving long-term performance.
We then turn to the application of those beliefs at
Atreides, where Gavin emphasizes the importance
of deep fundamental understanding, hypothesis-driven research,
and culture that rewards constructive
disagreement. We discuss how crossover
investing can create informational and behavioral
advantages - particularly in AI - and
how portfolio construction in both hedge funds and
venture capital can narrow the gap between insight and
performance.
As a disclaimer, I am both an LP and an advisor to Atreides,
so I’m a little biased in my suspicion that you will
really enjoy this conversation with Gavin Baker.
Learn more about our Strategic Investments: Thema.
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Allocators or their firms. This podcast is for informational
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