# Gavin Baker at Atreides Management,

> Gavin Baker, Managing Partner & Chief Investment Officer at Atreides Management,. The rounds they were named in and the filings that name them, each with...

Source: https://millionrounds.com/person/gavin-baker (Millionrounds; every figure on the page links to its filing or article)

Boston, US · Partner

# Gavin Baker

Managing Partner & Chief Investment Officer at [Atreides Management](https://millionrounds.com/fund/atreides-management)

Latest rounds

- **Flow Engineering** Series B · $50M Sept 2026 · led

Backs *AI* *Hardware & Electronics* *Engineering*

Profile summary

- **Rounds named:** 1 none observed
- **Filings:** 7 with regulators
- **Podcasts:** 6 +5 mentions

What this record rests on

- ✓ **Named in rounds** No round names them yet
- ✓ **On filings** 7 filings with a regulator
- ✓ **Linked to a firm** At Atreides Management
- **Claimed** Not claimed yet

Titles come from filings their firm signed.

[Correct or remove](https://millionrounds.com/corrections?person=gavin-baker)[Is this you? Claim it](https://millionrounds.com/claim?person=gavin-baker)

## The firm

[**Atreides Management** VC firm · US **21** cheques in 12 months **25** all time **14** led deploying](https://millionrounds.com/fund/atreides-management)

## Rounds they were named in

- **Rounds:** 1
- **Led:** 1
- **Disclosed:** $50M
- **Active:** 2026

2026

- [Flow Engineering](https://millionrounds.com/company/flow-engineering) *Series B* **$50M** *US* Sept 2026 Led · +14 investors

By stage

- Series B **1**

What they backed

AI **1** Hardware & Electronics **1** Engineering **1**

Alongside

- [Antonio Gracias *1*](https://millionrounds.com/fund/antonio-gracias)
- [Atreides Management *1*](https://millionrounds.com/fund/atreides-management)
- [EQT *1*](https://millionrounds.com/fund/eqt)
- [Evantic *1*](https://millionrounds.com/fund/evantic)
- [Human Capital *1*](https://millionrounds.com/fund/human-capital-2)
- [Jonas von Malottki *1*](https://millionrounds.com/fund/jonas-von-malottki)
- [Nico Rosberg *1*](https://millionrounds.com/fund/nico-rosberg)
- [Odyssey *1*](https://millionrounds.com/fund/odyssey)

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 fund **[Atreides](https://millionrounds.com/fund/atreides)** Mr. 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 fund **[Atreides](https://millionrounds.com/fund/atreides)** The 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 fund **Atreides 150/50 Technology Fund, LP** The 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 fund **[Valor Equity Partners](https://millionrounds.com/fund/valor-equity-partners)** Mr. Baker is the Chief Investment Officer of the Co-Investment Manager of the Issuer. on 5 filings · since 2025
- SEC Form D · Company raising **Enfabrica Corp** Director since 2023
- SEC Form D · Other investment fund **[Atreides](https://millionrounds.com/fund/atreides)** Mr. 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 fund **[Atreides](https://millionrounds.com/fund/atreides)** Mr. 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.

## Also at Atreides Management

- [**Andrew Cobb** Director of Finance *0 rounds*](https://millionrounds.com/person/andrew-cobb)
- [**Kevin Donovan** Chief Architect *0 rounds*](https://millionrounds.com/person/kevin-donovan)
- [**Shane Sandoval** Managing Director, Public Equities & Head of Technology *0 rounds*](https://millionrounds.com/person/shane-sandoval)

## Hear them before you pitch them

- [Invest Like the Best](https://millionrounds.com/podcasts/invest-like-the-best) · 4 Aug 2026 · 1h 5m Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485] With [Gavin Baker](https://millionrounds.com/person/gavin-baker) Mentions [Atreides Management](https://millionrounds.com/fund/atreides-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,… Listen on Apple Podcasts
- [TBPN](https://millionrounds.com/podcasts/tbpn) · 15 Jun 2026 · 2h 23m Freedom 250 Recap with Bo Nickal, The Hand Anthropic Was Dealt, Fox Buys Roku | Bo Nickal, Gavin Baker, Leif Abraham, Aaron Ginn, Rafael Vivas With [Aaron Ginn](https://millionrounds.com/person/aaron-ginn)[Gavin Baker](https://millionrounds.com/person/gavin-baker)[Leif Abraham](https://millionrounds.com/person/leif-abraham)[Rafael Vivas](https://millionrounds.com/person/rafael-vivas) Mentions [Atreides Management](https://millionrounds.com/fund/atreides-management)[Google](https://millionrounds.com/fund/google-assistant-investments) 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 Listen on Apple PodcastsThe show's page
- [TBPN](https://millionrounds.com/podcasts/tbpn) · 15 Jun 2026 · 33 min Gavin Baker: SpaceX Might Be the Greatest Company of All Time With [Gavin Baker](https://millionrounds.com/person/gavin-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 Listen on Apple PodcastsThe show's page
- [BG2Pod](https://millionrounds.com/podcasts/bg2pod) · 11 Jun 2026 · 1h 21m The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2 With [Gavin Baker](https://millionrounds.com/person/gavin-baker) Mentions [Atreides Management](https://millionrounds.com/fund/atreides-management)[Google](https://millionrounds.com/fund/google-assistant-investments) 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 Listen on Apple PodcastsThe show's page
- [Invest Like the Best](https://millionrounds.com/podcasts/invest-like-the-best) · 20 May 2026 · 1h 17m Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473] With [Gavin Baker](https://millionrounds.com/person/gavin-baker) Mentions [Atreides Management](https://millionrounds.com/fund/atreides-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 Listen on Apple PodcastsThe show's page
- [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) · 2 Mar 2026 · 1h 9m Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) With [Gavin Baker](https://millionrounds.com/person/gavin-baker) Mentions [Atreides Management](https://millionrounds.com/fund/atreides-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 Listen on Apple PodcastsThe show's page

### Mentioned in

Episodes that name Gavin Baker in their description, which is not the same as being on them.

- [The Twenty Minute VC](https://millionrounds.com/podcasts/20vc) · 3 Oct 2026 · 1h 1m 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 With [Chase Lochmiller](https://millionrounds.com/person/chase-lochmiller) Mentions [Atreides Management](https://millionrounds.com/fund/atreides-management)[Founders Fund](https://millionrounds.com/fund/founders-fund)[Mubadala](https://millionrounds.com/fund/mubadala)[Valor Equity Partners](https://millionrounds.com/fund/valor-equity-partners)[Gavin Baker](https://millionrounds.com/person/gavin-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 Listen on Apple PodcastsThe show's page
- [The Twenty Minute VC](https://millionrounds.com/podcasts/20vc) · 19 Sept 2026 · 1h 12m 20VC: "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 Mentions [Atreides Management](https://millionrounds.com/fund/atreides-management)[Jim Clark](https://millionrounds.com/fund/jim-clark)[Valor Equity Partners](https://millionrounds.com/fund/valor-equity-partners)[Gavin Baker](https://millionrounds.com/person/gavin-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 Listen on Apple PodcastsThe show's page
- [All-In](https://millionrounds.com/podcasts/all-in) · 14 Aug 2026 · 1h 40m Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback Mentions [Gavin Baker](https://millionrounds.com/person/gavin-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 Listen on Apple PodcastsThe show's page
- [All-In](https://millionrounds.com/podcasts/all-in) · 26 Jun 2026 · 1h 42m Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter Mentions [Travis Kalanick](https://millionrounds.com/fund/travis-kalanick)[Gavin Baker](https://millionrounds.com/person/gavin-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 Listen on Apple PodcastsThe show's page
- [All-In](https://millionrounds.com/podcasts/all-in) · 7 Jun 2026 · 40 min Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries Mentions [Brad Gerstner](https://millionrounds.com/person/brad-gerstner)[Gavin Baker](https://millionrounds.com/person/gavin-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 Listen on Apple PodcastsThe show's page

Episodes of [the shows we follow](https://millionrounds.com/podcasts), matched by name. Not them? [Tell us](https://millionrounds.com/corrections?person=gavin-baker).

## Find people like Gavin

Filter every partner and angel by firm, kind, market and whether we watched them invest. Free with an account.

Search people[How we know what we know](https://millionrounds.com/methodology)