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Gavin Baker: "The Magnificent 7 will go from $10-12 trillion to $50-100 trillion. But one or two of them will go extinct." His foundation-model survival list is short: - Google — search-plus-Gemini flywheel - Meta — Llama + ad-revenue self-funding - xAI — X + Tesla data footprint Anthropic, OpenAI, everyone else — Baker treats them as commoditized. His FOMO warning: "Application SaaS is done. If you went all-in on crypto and SaaS in 2021, don't repeat the trade." On AGI: "Elon says 3 years. I say 5 is safer." On regulation: "The leading labs weaponized fear of China. There's going to be no regulation." The math he keeps quoting: $12T → $100T is 8x. But 1-2 die means winners take 30-40% of the total, not 14%. Baker's frame: no regulation + AGI in 5 years + Mag 7 8x = biggest enterprise-value transfer in market history is happening right now.

Ok, parents of seniors, how ya doin’?! Time goes so quickly! The good news is this year will be FULL of good memories! Please attend our Senior Parent Meeting on 9/17 to get some important info about their last year of high school! 🥹💚💛 @RamonicaD @ap_baker1 @JMCSchools

Gavin Baker says Grok Bot feels like another ChatGPT moment because it turns hours of Claude Code work into seconds: "You see these 23-year-old kids and just the way they use AI, they're just fluent and native in it. I just feel like maybe in a way that no matter how hard I try, I will never be, and I'm trying really hard." "We got Claude Code. I built some stuff, did some cool stuff, and in, I don't know, 3 minutes of creating Grok Bots, I had much better versions of everything I created." "I love having a podcast summarizer... It takes 10 seconds in Grok Bot. It's amazing, and it's so good." "A Substack summarizer, an X summarizer, an X sentiment tracker for topics and stocks... All of those would have taken me hours working with Claude Code, and they each took 7 to 12 seconds with Grok Bot. And it's better." "To me, Grok Bot does feel like another ChatGPT moment." @GavinSBaker @DavidGeorge83