Podcast appearances and mentions of Gavin Baker

I denne podkastepisoden snakker vi om bibliotekets nasjonale lesekampanje, Sommerles! Vi på Kongsberg bibliotek er med for tiende gang, og vi håper alle barna på Kongsberg blir med! Men hva er egentlig Sommerles, og hvordan fungerer det? Samtale mellom Gavin Baker og Oda Cornelia Knudsen.

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

All-In with Chamath, Jason, Sacks & Friedberg Intro  Necessity is the mother of innovation: “We are putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their semiconductor ecosystem.” – Gavin Baker Prohibiting China's access to Nvidia GPUs encourages China to create its own Nvidia, though it may take a decade for it to do so If progress in the AI agent space continues, the only rate-limiting factor to its widespread adoption will be compute power; the days of AI agents competing in all of our daily tasks is a long time away because this will require so much computing, and the capacity does not exist yet Most everybody agrees that deregulation is good: Every time the admin says the word “tariff” it should say “deregulation” three times afterThe best way to encourage the reshoring of key industries is just making it easier to do business in AmericaThe US must figure out the difference between manufacturing and IP so that we can trap the real value of these industries back in AmericaThe admin is focused on making life better for normal, working-class Americans The goal of the tariffs is to restore the industries that can be restored into the US; but implementing them may create externalities, such as inflation and retaliatory tariffs The globalized “free trade” model of the last twenty years has benefitted US knowledge workers, but it has left the everyday American behind On DOGE: While Democrats and Republicans may disagree on where the government spends its money, both sides should want the spending to be efficient Using the Alien Enemies Act of 1798, the Trump admin has deported 238 alleged gang members to El Salvador's high-security CECOT prison The last use of this act was during World War II under President Franklin D. Roosevelt, who ordered the deportation of thousands of Germans, Italians, and JapaneseSince 2015, El Salvador has slashed its murder rate by 99% through widespread arrests of suspected gang members without due process  “The one thing I learned: Everybody in America is always focused on making America better. Having been to eighty different places around the world, our only goal should be to not screw it up in America. Just don't make it worse, because America is so much better than everywhere else.”  – Gavin sharing a quote from a Navy SEALRead the full notes @ podcastnotes.org(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

All-In with Chamath, Jason, Sacks & Friedberg Intro  Necessity is the mother of innovation: “We are putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their semiconductor ecosystem.” – Gavin Baker Prohibiting China's access to Nvidia GPUs encourages China to create its own Nvidia, though it may take a decade for it to do so If progress in the AI agent space continues, the only rate-limiting factor to its widespread adoption will be compute power; the days of AI agents competing in all of our daily tasks is a long time away because this will require so much computing, and the capacity does not exist yet Most everybody agrees that deregulation is good: Every time the admin says the word “tariff” it should say “deregulation” three times afterThe best way to encourage the reshoring of key industries is just making it easier to do business in AmericaThe US must figure out the difference between manufacturing and IP so that we can trap the real value of these industries back in AmericaThe admin is focused on making life better for normal, working-class Americans The goal of the tariffs is to restore the industries that can be restored into the US; but implementing them may create externalities, such as inflation and retaliatory tariffs The globalized “free trade” model of the last twenty years has benefitted US knowledge workers, but it has left the everyday American behind On DOGE: While Democrats and Republicans may disagree on where the government spends its money, both sides should want the spending to be efficient Using the Alien Enemies Act of 1798, the Trump admin has deported 238 alleged gang members to El Salvador's high-security CECOT prison The last use of this act was during World War II under President Franklin D. Roosevelt, who ordered the deportation of thousands of Germans, Italians, and JapaneseSince 2015, El Salvador has slashed its murder rate by 99% through widespread arrests of suspected gang members without due process  “The one thing I learned: Everybody in America is always focused on making America better. Having been to eighty different places around the world, our only goal should be to not screw it up in America. Just don't make it worse, because America is so much better than everywhere else.”  – Gavin sharing a quote from a Navy SEALRead the full notes @ podcastnotes.org(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://shop.unitree.com/products/unitree-go2 https://shop.unitree.com/products/unitree-g1 https://a16zcrypto.com/posts/article/state-of-crypto-report-2024 https://x.com/chamath/status/1873144394100187263 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker Follow Joe Lonsdale: https://x.com/JTLonsdale Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/113603133222686186 https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html https://x.com/davidmarcus/status/1862654506774810641 https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect guest to discuss all things AI and investing. There is so much detail in this discussion and I'm incredibly grateful to Gavin for sharing his wisdom with us again. Please enjoy this fantastic conversation with Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest-growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. It's also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:42) The Magnificent Seven and Tech Competition (00:06:29) Generative AI and Scaling Laws (00:08:36) Challenges in AI Infrastructure (00:15:02) The Future of AI and Data Centers (00:17:51) Efficiency in AI Models (00:35:14) Synthetic Data and AI Training (00:42:37) Inference and the Role of Smartphones (00:48:35) Investment Implications in AI (00:49:09) Opportunities for New Companies (00:51:20) Challenges at the Application Layer (00:52:25) AI's Impact on Advertising (00:53:40) AI ROI Debate (00:54:39) SaaS Metrics and AI Disruption (00:55:59) AI-First Application Companies (01:00:50) The Future of Robotics (01:14:01) Leadership in Tech Giants (01:24:05) The Evolution of Investing

This Week in Startups is brought to you by… Squarespace. Turn your idea into a new website! Go to ⁠https://www.squarespace.com/twist⁠ for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. CommandBar. Seamlessly integrate an AI-powered guide into your software, making navigation intuitive and interactive. Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo. Brex. the financial stack founders can bank on. Brex knows cash is king for startups, so they built a banking experience that takes every dollar further. Get the business account trusted by 1 in 3 US startups at ⁠https://www.brex.com/twist24 * Todays show: Alex leads us into two great talks from Liquidity Summit 2024. First Jason sits down for a one-on-one with Valor's Antonio Gracias (1:38), followed by a great talk with Gavin Baker of Atreides (39:01) * Timestamps: (0:00) Teaser of today's Liquidity Summit talks from Alex. (1:13) Alex kicks off the show. (1:38) Valor's Antonio Gracias joins Jason (4:26) Unbiased data and business models in AI (10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (11:14) Achieving AGI and robots in real-world applications (14:26) Venture capital dynamics and innovation (18:09) Athena case study: Investor operational support (22:05) CommandBar - Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo. (23:04) Traditional venture playbook and crossover hedge funds (28:33) US balance sheet implications and emerging entrepreneurship regions (33:39) Immigration policy's role in recruitment (36:19) Investing in socially impactful companies (38:09) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24 (39:01) Atreides Management's Gavin Baker joins Jason (47:38) The importance of investing in relationships (54:32) Resilience in public equity investing and learning from failure (1:00:29) AI adoption differences between startups and enterprises (1:02:32) America's innovation through resilience and immigration (1:03:43) Google and Apple's AI strategies and infrastructure (1:11:32) Meta's strategic moves in search and the metaverse * Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Check out Valor: https://www.valorep.com/ Check out Atreides: https://atreidesmgmt.com/ Follow Antonio: LinkedIn: https://www.linkedin.com/in/antonio-p-gracias Follow Gavin: X: https://x.com/GavinSBake LinkedIn: https://www.linkedin.com/in/gavinbaker-portfoliomanager/ * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm/ * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (22:05) CommandBar - Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo. (38:08) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24 * Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

I denne podkastepisoden snakker vi om bibliotekets nasjonale lesekampanje, Sommerles! Vi på Kongsberg bibliotek er med for niende gang, og vi håper alle barna på Kongsberg blir med! Men hva er egentlig Sommerles, og hvordan fungerer det? Samtale mellom Gavin Baker og Oda Cornelia Knudsen.

Som kjent, tar vi opp podkasten vår på Kongsberg bibliotek og får god hjelp til opptak og miksing av Gavin. I denne episoden blir du litt bedre kjent med Gavin Baker!Support the show

It was another week of exciting news in the world of AI! Paul and Mike discuss recent ChatGPT announcements from OpenAI's inaugural DevDay, xAI's announcement of their new conversational AI agent Grok, and Gavin Baker's analysis of enduring foundational models. There is lots to catch up on and understand, tune in to learn more! 00:02:26 — OpenAI made big ChatGPT announcements at DevDay and unveiled “GPTs” 00:19:33 — xAI and Elon Musk announced Grok, xAI's new conversational AI Agent 00:30:28 — AI watcher, Gavin Baker, breaks down the future of foundational models 00:37:17 — Microsoft 365 CoPilot is now available for select enterprise customers 00:40:53 — Hubspot acquires Clearbit 00:43:01 — AI godfather Yann LeCun warns against AI one-percenters monopolizing power  00:47:01 — AI leaders submit letter of concern to Biden over open-source AI development 00:48:50 — AI company creates chatbot of AI journalist and commentator, Sinead Bovell, without her consent Meet Akkio, the generative business intelligence platform that lets agencies add AI-powered analytics and predictive modeling to their service offering. Akkio lets your customers chat with their data, create real-time visualizations, and make predictions. Just connect your data, add your logo, and embed an AI analytics service to your site or Slack. Get your free trial at akkio.com/aipod. Listen to the full episode of the podcast: https://www.marketingaiinstitute.com/podcast-showcase Want to receive our videos faster? SUBSCRIBE to our channel! Visit our website: https://www.marketingaiinstitute.com Receive our weekly newsletter: https://www.marketingaiinstitute.com/newsletter-subscription Looking for content and resources? Register for a free webinar: https://www.marketingaiinstitute.com/resources#filter=.webinar Come to our next Marketing AI Conference: www.MAICON.ai Enroll in AI Academy for Marketers: https://www.marketingaiinstitute.com/academy/home Join our community: Slack: https://www.marketingaiinstitute.com/slack-group-form LinkedIn: https://www.linkedin.com/company/mktgai Twitter: https://twitter.com/MktgAi Instagram: https://www.instagram.com/marketing.ai/ Facebook: https://www.facebook.com/marketingAIinstitute

This Week in Startups is presented by: Hampton. Are you a startup founder or CEO seeking expert advice? Join Hampton, the private, highly vetted community for high-growth founders. Get invaluable insights, connections, and support to accelerate your business at joinhampton.com/twist today! Squarespace. Turn your idea into a new website! Go to Squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. .Tech domains are the go-to namespace to build anything in tech… and home to the world's most innovative startups. Secure your .Tech domain today and lock down a 1-year domain for $10, or a 5-year domain for $50 at go.tech/TWIST! * Today's show: Atreides Management's Gavin Baker joins Jason to break down the current macro picture, the AI platform shift, and the reshuffling of the entire tech deck. (1:27) They also cover the potential impact of AI recursively improving itself and extinction risks (15:06) before discussing chip demand, Nvidia's outlook, and more! (25:13) Then, Embroker's Chief Insurance Officer David Derigiotis explains how to differentiate your business with cybersecurity! (40:24) Gavin's fireside chat was recorded live at LAUNCH Angel Summit in Napa. * Time stamps: (0:00) Gavin and Jason on joining the resistance! (1:27) Current macro picture, the AI platform shift, and how AI is reshuffling everything in tech (13:42) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist (15:06) Exponential compounding of generative AI, AGI chances, recursive AI improvement (23:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (25:13) Chip demand, Nvidia's outlook, which high-end fields might be most at risk, extinction risks (39:02) .Tech Domains - get a 1-year domain for $10 or a 5-year domain for $50 at https://go.tech/TWIST (40:24) Embroker Chief Insurance Officer David Derigiotis gives a talk on how to differentiate your business with cybersecurity * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four Apply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast * All opinions expressed in this episode are solely the speakers' own opinions and do not necessarily reflect the opinion of any firm affiliated with the speakers. This episode is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of the speakers' firms may maintain positions in the securities discussed.

Listen in podcast app* Market update* Space X Launch* Netflix earnings* HBO Max Makes a Branding Mistake* AI Breakthroughs Of The Week* Recommendations and PredictionsListen on Apple, Spotify, or Google Podcasts.

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/GavinSBaker/status/1649107858267439108 https://www.bbc.com/news/science-environment-65294084 https://twitter.com/thePrimalSpace/status/1649051677377560578 https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf https://twitter.com/elonmusk/status/1533408313894912001 https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27 https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094 https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484 https://twitter.com/KanekoaTheGreat/status/1648462770936115202 https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://twitter.com/chamath/status/1647010187377774596 https://en.wikipedia.org/wiki/Dal%C3%ADland- https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023 https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss https://en.wikipedia.org/wiki/Greater_fool_theory https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll

Vi på Kongsberg bibliotek har et spennende vårprogam å presentere! Her kan du høre biblioteksjef Oda Cornelia Knudsen og arrangementsansvarlig David Vincent og fagansvarlig for barn Gavin Baker snakke om hva som skjer på biblioteket i tida framover. Vi tilbyr faste og nye arrangementer. Hør podkasten for å bli kjent med arrangementene våre. Vårprogrammet fins også som brosjyre i biblioteket. Velkommen inn!

Episode ResourcesConnect with Paul Sponciahttps://www.linkedin.com/in/paulsponciahttps://www.facebook.com/paulsponciaConnect with Gavin Bakerhttps://www.linkedin.com/in/gavinbakerhttps://bakerlabs.co/

Episode ResourcesConnect with Paul Sponciahttps://www.linkedin.com/in/paulsponciahttps://www.facebook.com/paulsponciaConnect with Gavin Bakerhttps://www.linkedin.com/in/gavinbakerhttps://bakerlabs.co/

Listen in podcast appIn this week's episode of Reformed Millennials, Joel introduces his new co-host who dives into markets, the F1 Race in Miami, the impact of playoffs on cities and whether or Uber will ever make as much money as Yellow Cab.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉This weeks market update is long but brought to you by a fantastic Gavin Baker tweet storm.First, a break down from Joel and then an explanation from Gavin on why today ISN’T the 2000 dot com bust.One of the major characteristics of bear markets is very high correlations between stocks regardless of their current or expected fundamentals. We saw that last week when in the first half most stocks sold off together and in the second half they rallied together.During market corrections, some religiously look for stocks that show relative strength. The premise is simple – if a stock tries to break out to a new 52-week high while the general market is selling off, it is likely to be a future momentum leader.Keep a watch list of growth stocks that hold well and even try to make new highs when the market is in a correction but keep in mind that those growth stocks are not very likely to make big sustained moves until the market starts to climb.We are in the midst of a bear market bounce. It could last only a few days or a few weeks. Any such climb would be classically defined as a climb of the “wall of worry”. After a few months of selling, most market participants are not thinking about buying dips blindly and are not trusting the rallies. It will take a long time for this sentiment to change which means that excessive volatility and frequent reversals are still here to stay for the time being.FROM GAVIN BAKER: This is nothing like 2000. Valuations for tech peaked in 2020. At the 2020 peak on a cap weighted basis, the 10 largest tech companies in the Nasdaq traded at a 44% discount to the largest tech companies at the 2000 peak using NTM EPS and 58% discount using LTM EPS.We are 21 months post peak valuation in 2020 and today’s multiples for the 10 largest tech companies on a cap weighted basis are 67% below the 2000 peak valuations on a NTM basis and 79% below on a LTM basis.There is an even bigger divergence in actual business performance. TTM EPS for the 10 largest tech co’s *declined* 73% in the 21 months post peak valuation. TTM EPS for the 10 largest tech co’s today has *grown* 71% since peak valuations 21 months ago.Because of this growth, today’s 10 largest tech stocks are significantly *cheaper* today, 21 months post peak valuation than the year 2000 stocks 21 months post their peak valuation despite the year 2000 stocks having declined 80%ish at this point past peak.Valuation multiples for the top 10 have compressed 40% in the 21 months since the 2020 peak, which is *more* than the 31% compression in the 21 months post the 2000 peak. Simultaneous multiple compression and fundamental EPS implosion was what killed tech in 2000.To approximate a year 2000 style meltdown, EPS for the 10 largest tech companies would have to decline 73%. This is not going to happen.A 73% decline in EPS is not going to happen even in a severe recession given how many of today’s tech companies have either entirely or partly recurring revenues. And for software, Covid showed that a “software contract is better than first lien debt.”So much of the revenue for 2000 tech companies was “capex” for their customers that could easily be turned off or deferred. Revenue for many of today’s large cap tech companies is open for their customers and their customers go out of business if they defer payment.Am going to run the exact numbers but likely only 5-15% of revenue for the 10 companies from 2000 was recurring given the dominance of hardware and upfront software license revenue. This number is *much* higher for today’s companies so EPS will be much more resilient.Yes, internet advertising would shrink in a recession, but only slightly given any recession is likely to be one with *positive* nominal GDP growth and internet advertising is a nominal good. It simply is pricing. Even better than pricing power.Y2K multiples would’ve taken the Nasdaq to a peak over 30,000. Instead it peaked at 16,000. This is nothing like the year 2000 in terms of either valuations or bottoms up fundamentals.Top down macro fundamentals are worse from an inflation perspective today and may end up worse from a rates perspective. But valuations are super low given these companies growth rates, margins and ROICs both cross-sectionally and relative to their own longitudinal history.We will see which ends being most important over the next 1, 3 and 5 years. Time will tell. But this is *nothing* like the year 2000 in any measurable, quantitative way for large cap public equities.Maybe, the software companies that engaged in wildly irresponsible fund raising at multiple well over 100x ARR are comparable in some ways. Some SPACs for sure. Reminder that no one is more at risk from high valuations than founders and employees. Sad but true.But those software companies almost all have revenue, proven, repeatable business models and likely survive. The comparable companies in Y2K didn’t even have revenue. Or business models. They were essentially PowerPoint presentations (like some 2020 SPACs).And I promise, for every large cap that anyone wants added to the 2020 comps, I can find a much more expensive large cap from 2000 that was growing slower with a lower ROIC and a more vulnerable business model.And the same goes for SMID caps. I can beat any ridiculous example someone cares to provide from 2020 with multiple even more ridiculous companies from 2000.💸Reformed Millennials - Post of The WeekDefault AliveDavid Sachs, ex-COO of Paypal and GP of Craft has an excellent recession playbook for entrepreneurs and investors that I watched on Saturday.I learned A LOT.SOME OF MY NOTES:Public markets lead VC marketsMultiples in public markets are a benchmark for investors funding ideas in the public markets.Public markets SAAS has seen multiples contract from 15X down to 5.5X NTM RevenuesThe economy has a lot of uncertainty which is leading to frozen capital marketsTiger Global has worked through 65% of its 18B investment fund.Looking at 2/3 capital deployment reduction in the second half of 2022Revenue for marketplaces should be gross margins/net revenue and not GMVCAC payback is incredibly important.HOW DOES THIS COMING RECESSION COMP TO RECESSIONS OF THE PAST:Dot Com Crash 2000-2002 ~ 2-3 yrsGreat recession 08/09 ~1.5 yearsFOR INVESTORS, THEIR FUNDRAISING BAR IS SIGNIFICANTLY HIGHER:The great company features 300% revenue growth, 70% gross margins, Net dollar retention of 140%, CAC payback 6-12months, Burn multiple is 1 or lessThe good company features 200+% revenue growth annually, 50% gross margins, Net dollar retention of 120%, 12-18 month CAC payback, and a burn multiple of 1-1.5Bad - un 200% revenue growth, under 20% gross margins, net dollar retention under 100%, CAC payback under 24 months, and a burn multiple over 2Burn multiple = Net burn / Net new ARR (the lower the multiple, the more efficient it is.)extend the runway to 30 months if possible (how much money do you have to run the company)Current A-C rounds are raising at 20 X ARROPERATIONS:immediate layoffs if you’re burn multiple is 2 or lessfreeze spending at a bare minimumfocus on your CAC payback and improves margins more than Net Dollar retentionearlier the stages of your startup, the more you can justify product development and R&D spendThe best time to build a business is in a recession. Other than fundraising, everything is more manageable. Advertising is cheaper, employees are cheaper, and of higher quality during tough times, it's a great time to course-correct and find your "product-market fit".🐦 Twitter Thread of The Week 🐦F1 Twitter Thread from Pomp:My boy Anas explaining inflation with an Arabic POV:🔮Best Links of The Week🔮🛢️ U.S. Strategic Petroleum Reserve drops to lowest level since 1987 😅 Twitter’s CEO and Elon Musk are beefing over bot counts🌱 India open to exporting wheat to needy nations despite ban🛡️ Carlyle to buy U.S. defense contractor ManTech for $3.9 billion ⛔ Sweden’s plans for NATO membership hit snag as Turkey says no₿ $3 billion in bitcoin was sold in an attempt to save UST stablecoin This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.reformedmillennials.com

Guy, Dan, and Danny discuss what's priced into the markets (4:31), the threat of stagflation (9:13), the flattening yield curve (17:15), and revenge of the meme stocks (23:26). Later, Dan and Guy sit down with Gavin Baker, Managing Partner & Chief Investment Officer at Atreides Management, and talk about inflation (34:08), the possibility of a recession (45:54), crypto acting as a store of value in the Russia-Ukraine war (52:41), tech valuations (56:26), the push and pull of private vs. public markets (1:07:42), Gavin's recommendations for podcasts to listen to, people to follow and books to read (1:19:28).  Listen to Gavin Baker on “Invest Like the Best”  Disclaimer:  This podcast is for informational purposes only. All opinions expressed by Dan Nathan, Guy Adami, Danny Moses, and other participants are solely their own opinions and should not be relied upon for specific investment decisions. Clients of firms associated with certain participants may maintain positions in the securities discussed in this podcast. ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Om kort tid åpnes et helt nytt rom på Kongsberg bibliotek – nemlig et gamingrom for ungdom! Hør bibliotekarstudent Roy Nemo Gjestad intervjue biblioteksjef Oda Cornelia Knudsen, fagleder for barn og unge, Gavin Baker og bibliotekar Christine Eidset om prosessen fram mot et helt nytt rom. Podkasten er en del av Gjelstads arbeid som student. God lytt!

In this week's episode of Reformed Millennials, Broc and Joel discuss the recent sell off in Software and Internet companies, the future of EV’s, Gavin Bakers podcast on ILTB and their favorite up and coming company in Canada.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉Once or twice every year the market kicks you in the nuts. BUT, it also rewards us with undeserved riches. If you are an active manager, your approach to the latter will always have an impact on your ability to take advantage of the former. Those are the rules of engagement. This is what opportunity looks likeSell your mistakes and buy quality. Don't wait for it to be made whole."All past declines look like an opportunity, all future declines look like a risk."I know it feels like the world could be coming to an end every time stocks fall but the S&P 500 has had the following corrections since 2009:-16.0% | -19.4% | -13.3% | -10.2% | -19.8% | -33.9%The market is up 740% since the Mar 2009 bottom even w/all of these correctionsREMEMBER! Whatever strategy helps KEEP you invested in great companies is the best strategy.Below is interpreted from Gavin Bakers Interview on Invest Like The Best: highlights oursAn important signal to me that a correction may be nearing its end is when the stocks/groups that had been the epicenter of the weakness start to show some relative strength/stabilization vs. indices along with differentiation within them.This began to happen last week for the first time in ~3 months. Sub $100b tech names that had led to the downside consistently since Powell's reappointment were in-line(ish) with the indices and those with more FCF valuation support and better fundamentals performed better.There are now quite a few names at or below their 2018 trough valuations when the 10 year was 50% higher and we were nearly 2.5 years into a hiking cycle. Yes, inflation is higher now so Fed behavior may be different.However, many of these stocks have similar growth rates and much higher FCF margins when compared to 2018. Some can be valued on EV/FCF on 2023 numbers. Given that the economy is slowing rapidly and current leadership stocks are highly GDP sensitive, some of these sub $100b tech stocks with more recurring revenue and secular (i.e.) less GDP sensitive growth are likely on the cusp of positive relative revisions & perf.There are so many reasons to be afraid right now. CPI at 40 year highs, rapidly slowing economy, investment years ahead for many co's, upcoming Fed mtg with continuous increase in hawkishness speaker by speaker, tightening cycle yet to begin, HOWEVER! What feels safe and good is rarely the way to outperform.The internet has made education available to all for FREE. Below is some of the best investing lectures and investor can listen to. The Top 5 Lectures By Fund Managers:Joel Greenblatt of Gotham Capital - Learn about valuation, special situations, case studies and optionsLi Lu of Himalaya Capital - Learn about what to look for in businesses and the mindset of a business ownerTerry Smith of Fundsmith - Learn about investing in high-quality companiesRobert Vinall of RV Capital Marcelo Lima of Heller House - Learn about disruption, investing in S-curves, unit economics💸Reformed Millennials - Post of The WeekA great thread about Crypto Markets. from Corey HoffsteinThese markets are *not* efficient. Smaller, new tokens are explicitly manipulated, and the lack of shorting leads to exponential price moves.CEX listing events are historically bearish. More liquidity plus shorting pressure invites greater efficiency, which is the killer of exponential moves.Understand where you are in the information food chain. Unless you have good reason to believe you’re early, assume you’re late. (And, therefore, the exit liquidity.)(Position) Size matters. For stuff I expect to go exponential, I find selling in line with logarithmic moves a useful framework.Liquidation cascades are part of the market structure. There’s a ton of leverage in crypto and cross-CEX / DEX margin management is non-trivial. Keep your eyes on open interest and funding rates to understand liquidation risk.The markets tend to move in seasons. L1 season. Altcoin season. NFT season. You succeed by either front-running the next season or ignoring them entirely.When you find yourself “mid-season,” sometimes it pays to shut your brain off. There’s no need to get cute during a sentiment frenzy. (But don’t let yourself get caught up either.)Sentiment matters. Ponzis and pyramid schemes can go on far, far longer than they should.Airdrops and yield farming rewards are mostly about trying to “buy liquidity.” If the “vampire attack” fails to attract sticky liquidity, the protocol does too.Think of yield farming as renting your liquidity. But it’s probably safe to assume most farming rewards are going to zero.Think of AMM/LP positions as an automatically rebalancing 50/50 portfolio. If one of the legs has a risk of going to zero, your whole bag can go to zero. (Uniswap v3 model complicates this)Smart contract risk is very, very real. This is usually true where APRs are the highest (“duh”). Again, position sizing is key. (Or buy insurance.)Never share your keys. Ever. And if you’re going to interact with a potentially shady contract, use a hot wallet.This is a 24/7 market. If you're trading, understand that markets can move against you violently when you're sleeping.The market evolves at a very, very rapid pace. It can be information overload. Finding trusted curators can be key to separating signal from noise.VCs and angels are getting token allocations at pennies on the dollar. Understand who owns the token you're buying and when their lockup period ends.Tradfi quants, market makers / HFTs, and hedge funds are entering the space rapidly. The edge will likely be in the places those firms *can't* operate due to operational, accounting, legal, or liquidity constraints.NETFLX a story of narratives:It seems to me that the problems facing all of the assets covered above stem from their own success. In other words- they are the victims of their own success. The pandemic has been a poisoned chalice for many stocks as investors now expect growth largely pulled forward through the pandemic to continue… This is very unlikely.Netflix felt the brunt of this poisoned chalice on Friday as shares fell 20% due to disappointing subscriber growth figures. Like Peloton, Netflix was poised to benefit from the pandemic as people are stuck at home in need of content to consume. Two years into the pandemic, however, most people that would subscriber to Netflix have probably done so by this point.“Netflix posted its best subscriber growth ever in 2020, when billions of people were stuck at home. But the company has said that pulled from future growth and led to a slow start to 2021.” (Bloomberg)Bloomberg summarizes this issue perfectly. The problem for growth stocks is that their accelerated growth in this unique WFH environment has “pulled from future growth”. For investors, this inevitably means disappointment going forward unless baseline expectations are reset.Can PTON come back? Is NFLX cheap here?You decide. Check the tweet thread below and our special links for more information.Gavin Baker - The Cyclone Under the SurfaceGavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities over the past few months. We also cover inflation, semiconductors, and the disconnect between private and public markets. Episode link.Software — last April thought it was better than first league debt15x sales that companies that have fcf yieldhe likes infrastructure & cybersecurity software co’she likes application software companies targeted at smbInternet - has a COVID hangovere-commerce, advertisement and subscription businesses (Netflix)real weakness in this category🌊 Canadian Companies To Peruse 🌊Chargelab.co - ChargeLab is the operating system for EV chargers. We connect charging infrastructure everywhere you find electric vehicles in North America. Toronto based company | Raised $4.3m Seed last February | 32 employees 🔮Best Links of The Week🔮The Best EVs for All Different Types of DriversBiden Will Host CEOs at the White House to Promote His Stalled Build Back Better BillNETFLIX’S MAN OVERBOARD MOMENT - Intrinsic InvestingThe Rise of the Crypto MayorsWalking America - Chris Arnade This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.reformedmillennials.com

My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin's focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we've seen in many growth equities over the past few months. We also cover inflation, semiconductors, and the disconnect between private and public markets. Please enjoy this conversation with the always great Gavin Baker.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you're a professional equity investor and haven't talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.   -----   This episode is brought to you by Lemon.io. The team at Lemon.io has built a network of Eastern European developers ready to pair with fast-growing startups. We have faced challenges hiring engineering talent for various projects - and Lemon.io offered developers for one-off projects, developers for full start to finish product development, or developers that could be add-ons to the existing team. Check out lemon.io/patrick to learn more.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:30] - [First question] - What it's been like investing over the pandemic  [00:06:14] - The way he thinks about multiples, how they've done, and where they're going [00:09:14] - Themes that most have his attention in our current economic landscape [00:19:25] - The ways in which wage inflation negatively impacts the market [00:25:39] - How semiconductors have evolved and what matters in that subsector [00:32:47] - Software volatility and the roller coaster it's been on lately [00:35:52] - A future state where infrastructure overtakes apps  [00:41:03] - Key differences between internet and software and how they behave [00:43:44] - The coming trend of the metaverse and his reaction to public adoption [00:49:26] - Investor and business opportunities in adopting tech trends [00:53:54] - An unfolding mismatch between private and public market multiples [00:57:17] - How the competitive landscape of venture capital might evolve [01:05:54] - Differences in recruiting and training talent in private and public markets [01:10:20] - Sci-Fi novels that he's read recently; Dune, A Wizard of Earthsea, Culture, Hyperion 

00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations 1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg's new company Cana 1:33:47 Learning loss from COVID school closures Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the Episode: Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC https://www.youtube.com/watch?v=w1iYGE3PVYA    WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487    Chamath's Social Capital 2019 Annual Letter https://www.socialcapital.com/annual-letters/2019    Bill Ackman suggests the Fed should raise rate by 50 basis points https://twitter.com/BillAckman/status/1482449525595943045?s=20    Gavin Baker's Twitter on Generals getting shot last https://twitter.com/GavinSBaker/status/1479454332567310342?s=20    Jonathan Chait in NY Mag on School Closures https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html    Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime    Friedberg's interview on This Week in Startups https://youtu.be/dajzLwGAntI?t=1998  https://apple.co/33Xrbq3 

Det var en gang en gammel mann som gikk tur i skogen sammen med hunden sin. Så mister han plutselig den ene votten. Den blir liggende i snøen. Mon tro hvem som finner den…? Lytt til vår dramatisering av det ukrainske eventyret Skinnvotten, et vintereventyr for hele familien. Tekstoversettelse ved Alf Prøysen. Innlesing ved Oda Cornelia Knudsen. Stemmer ved Anne-Line Hovind og Gavin Baker. Musikk ved Albert Baker.

Do you like Websites? Today, a website is something that you need to have. My guest Gavin Baker from Baker Labs goes through everything that went into designing my website https://www.doctorsunbound.com. We talk about logos, fonts, about pages, design, layout, and so much more. Baker Labs’ goal is to always prioritize the client and Gavin goes through their extensive process in making sure their clients love their website. You can reach out to Baker Labs at https://www.bakerlabs.co/doctorsunbound Lawrence B. Keller, CFP, has been in the insurance and financial services industry since 1990. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely.While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last. Find Larry at https://www.doctorpodcastnetwork.com/larrykeller

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you're a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11 4. Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11 5. Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11 6. Blog post by Peter Lazaroff - https://peterlazaroff.com/10-things-to-do-now-if-youre-a-decade-away-from-retirement/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Individual+vs+Bond+Funds%3A+Which+Should+Be+in+Your+Portfolio%3F&utm_campaign=Mar+23%2C+2021+Newsletter Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Kjære alle sammen, nå er det ikke lenge til det er jul! Jeg håper dere gleder dere masse! Men fortsatt er det jo ei stund igjen å vente. Kanskje du vil korte ned ventetida litt med å lytte til julefortellinga vår? Den handler om en gammel mann som heter Papa Panov. Han er skomaker og bor aleine i det lille huset sitt. Der har han alt han trenger. Men likevel er det noe som ikke stemmer. Han skulle så gjerne ønske at han fikk besøk! Han leser Juleevangeliet og ser for seg at han får besøk av selveste Jesusbarnet. Kunne det skjedd, tro? Så hører han en fremmed stemme snakke… Forfatter: Leo Tolstoj, innleser: Oda Cornelia Knudsen, musikk: Albert Baker, lyd: Gavin Baker.

Hei på dere! Nå er det straks Halloween, men på grunn av coronasituasjonen kan vi ikke gjøre som vi pleier, nå heller. Vi håper derfor at dere vil kose dere hjemme hos dere sjøl, med bøker, godteri, en film og kanskje et eventyr? Her kommer i alle fall vår variant av eventyret Askeladden som stjal sølvendene til trollet. Som i mange andre eventyr, skal Askeladden og brødrene hans ut i verden for å prøve lykken, og det er på kongsgården det skjer, for der får de jobb, alle tre. Men like ved bor det et troll... Askeladden som stjal sølvendene til trollet er et litt ekkelt eventyr, for hva skjer egentlig når en blir fanga av et troll? Lytt, og finn ut! Innleser: Oda Cornelia Knudsen, musikk: Albert Baker, lyd: Gavin Baker.

Podcast Notes Key Takeaways Today’s most successful investors need to be more comfortable with uncertaintyWhile some investors saw uncertainty in new business models, others had a qualitative insight that allowed them to take the riskIt’s important to be willing to look at investments that look sillyEarly on, few people understood what Airbnb could have becomeIt’s about having the ability to put all your preconceptions aside and ask “why are all these users here?”Step 1 to Building a Big BusinessRemove friction from a process many consumers deal with every dayThe Scarce Asset in the Digital World is Distribution“Acquiring and maintaining an audience is extraordinarily difficult and expensive” Modest ProposalSecond-order effects of COVID-19 on E-CommerceOffline retailers who were not investing heavily in online are forced to do soCost of acquiring customers will increase dramaticallyIf you want to understand heterogeneous marketplaces you have to start with eBayModest is interested in businesses that have high demand, but that are still viewed as silly Read the full notes @ podcastnotes.orgBefore getting to this week’s guest, an announcement: starting Thursday we will be introducing a new series of interviews. Be sure to check this same podcast feed in two days to learn more. My guest this week goes by the pseudonym Modest Proposal. He’s both a close friend, and one of the most respected thinkers on financial twitter. I field more inbound questions about him than just about anyone, and you’ll see why in this episode. We discuss many of the biggest themes in today’s stock market, from consumer to technology to marketplace and local home services. As always, Modest brings specific insight and general frameworks to the discussion. I talk to him as often as I can because I learn something new every time, and this discussion was no exception. Please enjoy my conversation with Modest Proposal.   This episode of Invest Like The Best is sponsored by Canalyst. Canalyst is the leading destination for public company data and analysis.  If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.     For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag   Show Notes (2:37) – (First question) – How investing is about underwriting the future (5:42) – Essential tools to underwrite the future             (7:59) – Michael Mauboussin base rate book (9:02) – Increasing returns to scale as the most important tool (11:36) – Example of silly investments (14:00) – Ideas of consumer signal and non-linear beahvior (16:30) – Why he was blown away by ibuyer.com (19:08) – How businesses are targeting facilitating transactions (23:11) – Ecommerce and digital penetration in business             (25:42) – Gavin Baker podcast episode             (26:00) – Modest proposal last podcast appearance (27:56) – His thoughts on the extinction of so many businesses as a result of the pandemic (32:26) – Chart tracking Product to service against homogeneous to heterogenous             (33:41) – The Perfect Store             (33:49) – eBoys (43:51) – Other features of business that fascinate him (46:29) – Ideas that pique his interest right now (51:20) – Case study: IAC/InterActiveCorp (59:36) – Barry Diller’s superpowers (1:01:17) – Why he’s spent so much time exploring IAC/InterActiveCorp (1:02:56) – Related companies to explore Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag  

Before getting to this week’s guest, an announcement: starting Thursday we will be introducing a new series of interviews. Be sure to check this same podcast feed in two days to learn more. My guest this week goes by the pseudonym Modest Proposal. He’s both a close friend, and one of the most respected thinkers on financial twitter. I field more inbound questions about him than just about anyone, and you’ll see why in this episode. We discuss many of the biggest themes in today’s stock market, from consumer to technology to marketplace and local home services. As always, Modest brings specific insight and general frameworks to the discussion. I talk to him as often as I can because I learn something new every time, and this discussion was no exception. Please enjoy my conversation with Modest Proposal.   This episode of Invest Like The Best is sponsored by Canalyst. Canalyst is the leading destination for public company data and analysis.  If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.     For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag   Show Notes (2:37) – (First question) – How investing is about underwriting the future (5:42) – Essential tools to underwrite the future             (7:59) – Michael Mauboussin base rate book (9:02) – Increasing returns to scale as the most important tool (11:36) – Example of silly investments (14:00) – Ideas of consumer signal and non-linear beahvior (16:30) – Why he was blown away by ibuyer.com (19:08) – How businesses are targeting facilitating transactions (23:11) – Ecommerce and digital penetration in business             (25:42) – Gavin Baker podcast episode             (26:00) – Modest proposal last podcast appearance (27:56) – His thoughts on the extinction of so many businesses as a result of the pandemic (32:26) – Chart tracking Product to service against homogeneous to heterogenous             (33:41) – The Perfect Store             (33:49) – eBoys (43:51) – Other features of business that fascinate him (46:29) – Ideas that pique his interest right now (51:20) – Case study: IAC/InterActiveCorp (59:36) – Barry Diller’s superpowers (1:01:17) – Why he’s spent so much time exploring IAC/InterActiveCorp (1:02:56) – Related companies to explore Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag  

Endelig er det høstferie! Og da passer det jo ekstra godt å kose seg med et eventyr! Vi håper du har lyst til å høre vår versjon av Asbjørnsen & Moes Høna tripper i berget, som vi har laga til et lite hørespill. Det begynner med at ei høne blir borte, og den eldste dattera må ut for å leite. Men hun kommer ikke hjem igjen… Hva tror du skjer videre? God fornøyelse! Innleser: Oda Cornelia Knudsen, musikk: Albert Baker, lyd: Gavin Baker

Gavin Baker - Director of Sport at Surrey Sports Park looks at how things might progress over the next couple of weeks and the importance of the growth of social interaction with fans - Part 3/3 The latest on the decision on Storm furloughing its staff and players RUNNING ORDER Gavin Baker PODCAST TEAM ONLY : Email surreystormnetball@gmail.com (mailto:surreystormnetball@gmail.com) Follow us on Twitter @surreystorm10 (http://www.twitter.com/surreystorm10) Surrey Storm Website : Surrey Storm Netball (http://www.surreystormnetball.co.uk/)

RUNNING ORDERSky Off The Court - Midcourt of the SeasonGavin BakerFern DaviesPARISH NOTICESShop Mizuno hereBuy Geva Mentor Leap via Amazon on this linkNHS ADVICE

Gavin Baker - Director of Sport at Surrey Sports Park joins us to look at Storm furloughing its staff and players - Part 1/3 RUNNING ORDER Gavin Baker PODCAST TEAM ONLY : Email surreystormnetball@gmail.com (mailto:surreystormnetball@gmail.com) Follow us on Twitter @surreystorm10 (http://www.twitter.com/surreystorm10) Surrey Storm Website : Surrey Storm Netball (http://www.surreystormnetball.co.uk/)

The latest on the decision on Storm furloughing its staff and players RUNNING ORDER Gavin Baker PODCAST TEAM ONLY : Email surreystormnetball@gmail.com (mailto:surreystormnetball@gmail.com) Follow us on Twitter @surreystorm10 (http://www.twitter.com/surreystorm10) Surrey Storm Website : Surrey Storm Netball (http://www.surreystormnetball.co.uk/)

In episode 247 of Financially Simple, Justin talks to Gavin Baker of Baker Labs, about best marketing practices while business takes a downturn during the COVID-19 pandemic. As the COVID-19 crisis takes its toll on small businesses, it’s important to keep positive and maintain a presence in your sphere of business. Justin and Gavin look at scaling back on your marketing budget, while keeping engagement with present clients and making connections to potential new clients for when the pandemic is over. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 01:26 - Ask Justin featuring Gavin Baker: Small Business Marketing During the COVID-19 Pandemic 03:35 - Should You Stop Marketing 04:32 - Maintaining Momentum 07:21 - The Bare Minimum 10:27 - Jump-Starting a Stalled Marketing Plan 14:32 - Targeting Top Clients 20:18 - Case Example 25:28 - Communication Coaching Tips 29:55 - Marketing Tips & Tricks Going Forward 33:54 - Summary 35:36 - One Piece of Advice 38:28 - Wrap Up _________________   RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9. Subscribe to the Financially Simple Newsletter Ask Justin a Question NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit Baker Labs Gavin Baker Shoe Dog, by Phil Knight on Audible and Amazon _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Gavin Baker. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag   Show Notes (1:40) – How he sees the markets right now (3:06) – How he handles information uncertainty and the value spreads (5:53) – Trading in today’s market and the volatility (9:45) – How the economic activity squares with the amount of stimulus being pumped into the market             (13:11) – Market Wizards: Interviews with Top Traders (13:56) – Asset tests for individual companies in this environment             (19:09) – This Time Is Different: Eight Centuries of Financial Folly (20:45) – His take on software companies during the crisis (28:57) – Fast pace of change during extreme times of duress (35:14) – Space as a service (39:52) – Attention and time inside digital universes and how investors can take advantage (46:17) – Why chaos is a ladder             (50:42) – It Was a Very Good Year: Extraordinary Moments in Stock Market History   Learn More For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag

My guest this week is Gavin Baker, the founder, and manager of Atreides Management. I met Gavin in the same way I meet many of the most interesting people, on twitter. His focus is on consumer and technology growth investing, which is the topic of our conversation. We discuss many of the largest trends in these sectors, several fascinating investment cases, and also explore the videogame industry in detail—which I found especially interesting. Please enjoy my conversation with Gavin Baker. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag   Show Notes 1:16 – (first question) – His unique view on the markets 4:00 – Distilling Apple as a growth investment 6:44 – What is the most important lever for Apple looking forward 9:01 – His view on Intel 11:03 – Most important technological changes that may dictate his investing strategy 16:20 – How do you look at a big idea, like AR, and then apply to an individual business             18:21 – Fortnite isn't a game, it's a place             18:26– Fortnite Is the Future, but Probably Not for the Reasons You Think 18:56 – His insight into video games and their ability to control attention 28:36 – How do you invest in the gaming sector 40:06 – Favorite video games 32:07 – Why gaming and customer sector allows him to find Alpha richness 34:17 – Being in the top 1% of knowledge before investing in a company 36:24 – His view on value investing today and, in the future, 41:15 – Increase of regulatory capture  42:01 – Headwinds to the tech companies today 43:50 – Thoughts on the Chinese internet market and how it impacts US markets 45:36 – How often companies look at China for ideas 46:21 – Role of alternative data in his process 49:36 – Big trends today we should be paying attention to 54:20 – the most interesting company he does not own 58:48 – Advice for new investors 1:00:17 – Non-obvious tech resources - TechMeme 1:00:50 – Favorite sci-fi character 1:01:19 – Kindest thing anyone has done for him   Learn More For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag   All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of O'shaughnessy asset management. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of O'shaughnessy asset management may maintain positions in the securities discussed in this podcast. Clients of the podcast guest’s firm may also maintain positions in the securities discussed in this podcast.

Vi snakker i dag om debatten som har vært rundt bloggernes makt og kroppspress og skolestreiken for klimaet. Kahoot: https://create.kahoot.it/share/uke-12-samfunnsfagpodden-episode-6/64f24a2d-8089-4995-b6d2-fc13809dac6a Kilder: NRK Debatten: Bloggermakt og kroppspress https://tv.nrk.no/serie/debatten/201903/NNFA51031919/avspiller Kristin og Dennis: NÅ ER DET NOK, SOPHIE ELISE! https://www.youtube.com/watch?v=JaZ9sT2j4Y8 Dagbladet: Helsesista om bloggdebatten: Gjør at friske personer leter etter feil hos seg selv https://www.dagbladet.no/kjendis/helsesista-om-blogg-debatten---gjor-at-friske-personer-leter-etter-feil-hos-seg-selv/70876894 Dagbladet: Har fått rekordmange nominasjoner etter bloggkrigen https://www.dagbladet.no/kjendis/har-fatt-rekordmange-nominasjoner-etter-blogg-krigen---det-er-trist/70895414 VG: Nektes gyldig klima-fravær https://www.vg.no/nyheter/innenriks/i/4d5g5G/nektes-gyldig-klima-fravaer SSB: Lav valgdeltakelse blant unge voksne https://www.ssb.no/valg/artikler-og-publikasjoner/lav-valgdeltakelse-blant-unge-voksne Takk til Gavin Baker som gjorde opptak under klimastreiken i Kongsberg!

There are so many online marketing options available when it comes to connecting and staying in contact with your new and existing clients, customers and patients, and my guest Gavin Baker from Baker Labs, out of Knoxville Tennessee believes you've got to go with your strengths and keep your marketing strategy simple.  Gavin Baker has worked with a lot of different businesses, but after evaluating his client base, he could see a strong trend towards healthcare, which is where he decided to stay.   Doubling Down When you notice an area of your business that is growing faster than the rest and is making good money you need to focus your energy and consider doubling or even tripling down. This is how Baker Labs moved into working with Healthcare clients.  Biggest Social Media Changes Over Past Seven Years Facebook has become even more powerful than expected, and it now owns many other platforms that used to be competitors. Google has tried and failed multiple times at building a social media platform, but as a search engine, it rules.  Linkedin has become far more powerful as a business platform.  The Big Four: Facebook, Instagram, Twitter & LinkedIn In all honesty, you can only do two platforms well. You can try to do more, but it's not recommended. You should have a primary and secondary platform.  Facebook is always going to be the number one primary platform. Therefore your secondary platform should be picked based on your personality.  Instagram Versus Twitter If you like taking photos and your business is very visual then Instagram is going to be a perfect platform, however, if you are struggling what you should take a picture of, then it may not be the best platform.  If you're witty and be willing to engage consistently throughout the day, Twitter is a great platform.  LinkedIn is rarely used as a secondary social media platform because it involves developing a strategy first.  Tips For Instagram Use hashtags. Hashtags help you be discovered and found. Find other photos in the hashtags categories you're using start to comment and engage with the owners of the page. This will help you get noticed. But remember, if your business only services within a 30-kilometre radius from your primary location, does having engagement with another company a thousand miles away be of benefit?  Which Are You More Likely To Do? You need to operate where you do your best work. Assuming Instagram and Twitter are equal: Which platform are you more likely to do? Which platform comes more easily? Most people fail at marketing because they get stuck trying to do things they're no good at and they only do it because everyone else is doing it.  If you have to take a picture, but don't know what to take a picture of this wastes time and results in poor image selection, which reflects on your business.  The Power of Email Newsletters With email newsletters, you can connect with a lot of people quickly, and can be turned into sales and money, especially on e-commerce websites.  People love to hate email and they will constantly complain about how much they receive, but it doesn't mean they will unsubscribe, so you have to keep sending it because you never know when your message will be heard. Before You Start An Email Newsletter Map out why people usually contact you. Answer those questions.  Think about what may interest your clients. What have you read that you can tell your clients? Think about the overall content  If you want your email newsletters to stand out, you've got to have a Good Subject Line. You want clients to see the email and think, I want to open this right now.  Link Back To Your Website If you're going to go to the effort of writing an email newsletter and be on social media, you want to get clients going back to your website, not someone else's.  So if you read an interesting article or report, don't post it on social media or put it in your email newsletter and link it to their website, instead, write your blog quoting what you have read and the source, and link it to your site. Brilliant Idea.  Email Newsletter Automation Newsletters can be sent monthly unless you have a lot to say then weekly is a good idea. Another email newsletter option is to set up an automation process. It can be set up as a workflow or drip email after someone has requested a free report or download from your website.  Or, you can use an automated email to push out a weekly review of updated content from your website. I do this with my podcasts and blog post using Campaign Monitor, but Mail Chimp and other platforms have similar features.      There's Something More Important Than The Open Rates The key is to get your information out because you do not know who is going to read it and when.  It doesn't matter if a client opens the email or not, just by them seeing your business name in the subject line every month means it is not a waste of time.  If they take no action and don't unsubscribe, it means they're not sick of seeing it, so keep on sending it and do not delete them from your email list. It's a cheap way of staying in touch.  Purple Cow If everyone is doing digital for all their communication, then maybe snail mail is a marketing option and will make you'd stand out. This is what Seth Godin was talking about in his book Purple Cow. Yes, postage is far more expensive but when was the last time you got a hardcopy newsletter or handwritten card. We don't get as much mail now, so people do look at it.  It's essential to test the waters and keep trying new things. Never rule out an idea. Monday Morning Tip Look in your inbox and find three emails newsletter you like to read and work out why you want to read them. Then produce a newsletter that is like the ones you enjoy and you think your clients will also enjoy.  "I want a newsletter like this because it makes me feel like that". If you have any questions about this podcast episode, please contact me at tf@tysonfranklin.com, or you can connect with Gavin Baker at gavin@bakerlabs.co  Also, you can visit the Bakers Lab website. If you're a podiatrist, or a person open to new ideas and like to think outside the box, check out the Podiatry Legends Podcast.  FREE DOWNLOAD: First 16 Pages of My Book – It’s No Secret There’s Money in Small Business. If you're a Podiatrist you may prefer to order my first book; It's No Secret There's Money In Podiatry.  12 Secrets to Get More People Through Your Front Door If you like this episode you will enjoy: Episode 153: Aligning Your Social Media To Your Business with Matt Hanham

In this episode, I had the pleasure of emailing Gavin Baker. Gavin is the Principal at Baker Labs. Baker labs is a digital marketing company that specializes in healthcare marketing. They have specific tips, advice, and strategies on how to use digital marketing to grow your practice! Gavin gives some great real world tips as we chat about marketing your practice in 2019 and beyond.

Gavin Baker, CEO of Baker Labs, shares some of the most common mistakes he sees that medical practices make regarding their marketing, social media and website design. This issue (27:52): What is the most common marketing mistakes practices make What do patients care about when they search online? What are some website homepage do's and dont's? If a practice was only going to do one thing to marketing, what should they do?    

Most doctors I know aren’t aware of the several healthcare marketing strategies they could be pursuing to help elevate their digital presence, elicit new patients, and develop their unique story. Most doctors I know aren’t aware of the several healthcare marketing strategies they could be pursuing to help elevate their digital presence, elicit new patients, and develop their unique story.  This is why Gavin Baker with Baker Labs joined us to discuss these 5 crucial healthcare marketing strategies.

First Healthcare Compliance hosts Gavin Baker, President of Baker Labs, a digital healthcare marketing firm, for an interactive discussion on “How to Handle Negative Patient Reviews.” This webinar will cover the importance of reviews to today's modern doctor and patient, and what to do about a negative review. Educational Objectives: 1. What you should do The post How to Handle Negative Patient Reviews appeared first on First Healthcare Compliance.

Catherine Short talks with Gavin Baker, President of Baker Labs about “How Medical Marketing Has Changed and How to Succeed in 2019.” We'll discuss the last decade in healthcare marketing, we'll cover how it has changed significantly, and what you need to be doing now to be successful in the future. We will also discuss The post How Medical Marketing Has Changed and How to Succeed in 2019 appeared first on First Healthcare Compliance.

This is Part 1 of an insightful two-part series on physician marketing strategies with Baker Labs’ Principal, Gavin Baker. Part 2 is scheduled to be released next Monday at 6:30 a.m. CST. Stay tuned for insight on the benefits of using artificial intelligence to connect with patients, chatbots, and a breakdown of both of my websites, Anesthesia Myths and Doctors Unbound! Until then, enjoy this show! Read the blog here: http://www.doctorsunbound.com/podcast/5-crucial-healthcare-marketing-strategies-to-increase-roi-part-1

What’s In This Episode: Do you ever think to yourself, "I really wish I could talk to Jill or Brad for an hour about MY business?" Now you can! Sometimes you just need a little help, or you have a question to ask that’s been bugging you. You suspect that it’s not really a whole consulting engagement — you just need an hour to talk something overwith someone who understands and can provide perspective. Book an hour with Brad at http://www.anchoradvisors.com/one-hour "Having some real face-to-face time helps build the relationship." - Brad Gavin Baker of Baker Labs calls in. Baker Labs does online marketing for those in the healthcare space. His problem is that his team is remote, and he's trying to figure out a way to bring them together in a way that's more meaningful and has better communication. They use tools like Slack and Zoom to communicate. Brad says maybe they should have a daily check-in on Slack. Or on Zoom, build in some chit-chat to the agenda. Jill suggests leaving Zoom open for a bit to have more of a real-time feel (or using Daily, like she does!) and there's no agenda. You can do the same type of things that they do in an office, like cake for someone's birthday, Brad says - just do it on screen. Or just get together once a year in a physical space, he says. If you think you can't afford it, try to plan it around an event that some of the team members are already going to, says Jill. "You have to do what's best for your business." - Brad Listener Rebecca writes in, "What loyalty do I owe to my suppliers?" Brad suggests that Rebecca goes back to her supplier and tells them that she's more impressed with the other supplier she's found. She's not necessarily doing it for negotiation with her current supplier, and it will be easier if she sticks to facts. Jill and Brad once again delve into the murky area concerning loyalty. Want these show notes sent to your email? Get them every week by signing up for our mailing list here. How do you handle supplier loyalty? 

The world of marketing can be a confusing and complicated space. Online digital marketing can be even more so. Justin and Gavin Baker of Baker Labs cover the various types of digital marketing strategies small businesses can utilize to improve their prospects. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! ARTICLE TRANSCRIPT:  BLOG: Online Marketing 101 - Attract People to Your Small Business Digitally   TIME INDEX: 00:31 - Gavin Baker - Digital Marketing for Small Businesses 03:58 - What is Online Marketing? 09:20 - Search Engine Optimization 14:09 - Paid Advertising 17:49 - Content Creation 19:21 - How to Get into Digital Marketing, and How Much it Costs 23:42 - Business Plan + Marketing Plan Integration 27:33 - The One Question Business Owners Should be Asking 31:22 - Wrapping Up   USEFUL LINKS: Financially Simple Financially Simple on YouTube Financially Simple on Facebook Financially Simple on Twitter Baker Labs Free Evaluation ________ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.