Boston, US · Partner
Gavin Baker
Managing Partner & Chief Investment Officer at Atreides Management
Latest rounds
- Flow EngineeringSeries B · $50MSept 2026 · led
BacksAIHardware & ElectronicsEngineering
The firm
Atreides ManagementVC firm · US21cheques in 12 months25all time14ledRounds they were named in
- Rounds
- 1
- Led
- 1
- Disclosed
- $50M
- Active
- 2026
Flow EngineeringSeries B$50MUSLed · +14 investors
Rounds where a report named this person rather than a firm, matched on name: read it as a strong hint, not proof, since people share names.
Where they are named on record
Filings
- SEC Form D · Private Equity fundAtreidesMr. Baker is the Manager of the Managing Member of the Issuer and is the primary owner, the Managing Partner and Chief Investment Officer of the Investment Manager of the Issuer.on 2 filings · since 2026
- SEC Form D · Private Equity fundAtreidesThe Managing Member of the General Partner of the Issuer; the primary owner, the Managing Partner and Chief Investment Officer of the Investment Manager of the Issuer.on 3 filings · since 2026
- SEC Form D · Hedge fundAtreides 150/50 Technology Fund, LPThe Managing Member of the General Partner of the Issuer; the primary owner, the Managing Partner and Chief Investment Officer of the Investment Manager of the Issuer.since 2026
- SEC Form D · Private Equity fundValor Equity PartnersMr. Baker is the Chief Investment Officer of the Co-Investment Manager of the Issuer.on 5 filings · since 2025
- SEC Form D · Company raisingEnfabrica CorpDirectorsince 2023
- SEC Form D · Other investment fundAtreidesMr. Baker is the Managing Member of the General Partner of the Issuer and is the primary owner, the Managing Partner and Chief Investment Officer of the Investment Manager of the Issuer.on 2 filings · since 2022
- SEC Form D · Private Equity fundAtreidesMr. Baker is the Managing Member of the Managing Member of the Issuer and is the primary owner, the Managing Partner and Chief Investment Officer of the Investment Manager of the Issuer.on 14 filings · since 2019
Each row is a document a firm filed with a regulator: somebody signed it, and it carries a date.
Hear them before you pitch them
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
WithGavin Baker
MentionsAtreides Management
About this episode
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names,…
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Apple Podcasts
Freedom 250 Recap with Bo Nickal, The Hand Anthropic Was Dealt, Fox Buys Roku | Bo Nickal, Gavin Baker, Leif Abraham, Aaron Ginn, Rafael Vivas
WithAaron GinnGavin BakerLeif AbrahamRafael Vivas
MentionsAtreides ManagementGoogle
About this episode
(00:57) - Freedom 250 Recap (04:43) - Bo Nickal, a former Penn State wrestling champion turned UFC middleweight fighter, recently secured a first-round knockout victory over Kyle Daukaus at UFC Freedom 250, held on the White House South Lawn. In the conversation, Nickal discusses his early… More on the show's page
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Apple PodcastsThe show's pageGavin Baker: SpaceX Might Be the Greatest Company of All Time
WithGavin Baker
About this episode
This is our full conversation with Gavin Baker. We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete… More on the show's page
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Apple PodcastsThe show's page
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
WithGavin Baker
MentionsAtreides ManagementGoogle
About this episode
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO? They unpack the major levers behind SpaceX’s next phase: Starship… More on the show's page
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Apple PodcastsThe show's pageGavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
WithGavin Baker
MentionsAtreides Management
About this episode
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease… More on the show's page
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Apple PodcastsThe show's page
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
WithGavin Baker
MentionsAtreides Management
About this episode
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… More on the show's page
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Apple PodcastsThe show's page
Mentioned in
Episodes that name Gavin Baker in their description, which is not the same as being on them.
20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
WithChase Lochmiller
MentionsAtreides ManagementFounders FundMubadalaValor Equity PartnersGavin Baker
About this episode
Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders… More on the show's page
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Apple PodcastsThe show's page20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
MentionsAtreides ManagementJim ClarkValor Equity PartnersGavin Baker
About this episode
Thomas Sohmers is the co-founder and chairman of Positron AI, building chips to make running AI dramatically cheaper and more energy-efficient. The company recently announced an $875 million Series C at a $5 billion valuation, backed by investors including Gavin Baker's Atreides Management, NEA,… More on the show's page
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Apple PodcastsThe show's page
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
MentionsGavin Baker
About this episode
(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B financing plan, how the AI market could fall… More on the show's page
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Apple PodcastsThe show's pageSocialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
MentionsTravis KalanickGavin Baker
About this episode
(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron… More on the show's page
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Apple PodcastsThe show's pageInside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
MentionsBrad GerstnerGavin Baker
About this episode
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit… More on the show's page
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Apple PodcastsThe show's page
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