/Tech1h ago

Altimeter Capital's Brad Gerstner and investor Gavin Baker analyze AI capital expenditure trends and a potential SpaceX IPO

They also evaluated gaming projects Fable 5 and Mythos.

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Brad Gerstner
Gavin Baker#449
Original post
Brad Gerstner@altcap#601inTech

Pod up! 🚀🇺🇸💰

Bg2 Pod@BG2Pod

BG2 w/ Gavin Baker. The SpaceX IPO, Fable 5 / Mythos, AI Capex Update & Market Check. 🚀💰 @BG2Pod @altcap @GavinSBaker @_clarktang

4:52 PM · Jun 11, 2026 · 21.1K Views
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Many users are excited about the BG2 Podcast episode with Gavin Baker on SpaceX IPO and AI capex, calling it awesome and informative while anticipating listening soon.

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Gavin Baker@GavinSBaker

Super fun chopping it up with Brad, Clark and my colleague Foxy.

Bg2 Pod@BG2Pod

BG2 w/ Gavin Baker. The SpaceX IPO, Fable 5 / Mythos, AI Capex Update & Market Check. 🚀💰 @BG2Pod @altcap @GavinSBaker @_clarktang

1hViews 35.2KLikes 244Bookmarks 152
vincent@SPCX100T

@GavinSBaker Thanks for sharing, super informative!

1hViews 603Likes 2
Gavin Baker ·Assistant@denisenovvk

@GavinSBaker My Internal Plan is as follows📈

Details as follows 👇 👇 👇

1hViews 22
Gregory Wilken@GregoryWilken

@GavinSBaker Awesome can’t wait for my drive to work tomorrow! Thx

1hViews 46Likes 2
TBU@TBU12345678

@GavinSBaker legends!

54mViews 285
FinXKing@ronjonbSaaS

@GavinSBaker Awesome! Looking forward to watching this 👍

1hViews 123
Lindy Manager@PUREKIN0

@GavinSBaker Would be interested to hear this groups thoughts on recent reports of token price cuts by OAI and ANT. A price war race to the bottom won't be great for paying for all that compute.

1hViews 79
Michael Quinn@quinn39109

@GavinSBaker Can’t wait to listen to it

1hViews 46
Bobby Long@BobbyLIII

@GavinSBaker Legendary group! Loved your guys’ segment at Liquidity as well! Cant wait to listen

56mViews 18
Andrew Kerr@ozandrewkerr

@altcap Cool. Straight to the top of the listening list.

1hViews 13
Bobby Long@BobbyLIII

@altcap Can’t wait to listen! The panels at Liquidity were awesome as well

54mViews 4
Nami Nebius@NamiNebius

@altcap Listening to this all Friday.

https://youtu.be/6RXB-pX88bo

1hViews 4
Michael Maven@michaelmavenx

@altcap When are you releasing the Sanjay M interview, Brad? Thank you kindly.

1hViews 3
Gavin Baker ·Assistant@denisenovvk

@GavinSBaker I will share my trading strategies on WhatsApp. Join now for free!

➡️ Immediately copy the keyword "US-STCOK" and send it to WhatsApp: 17086736880

Last two spots available👇

➡️Link 1️⃣🔗http://wa.me/17086736880/?text=US-stcok-VIP

1hViews 3
Valley fundementals@valleyinvesting

@GavinSBaker you guys have to do another this was great

50mViews 2
Velon@velonxbt

@GavinSBaker sounds like a deep bg2 episode. cant wait for the spacex ipo chapter

1h