Person

Gavin Baker

Founding Partner & CIO, Atreides Management

Artwork for Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-InGavin Baker, Travis Kalanick

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

The episode centered on a New York Democratic primary wave for socialist/DSA-backed candidates, with the hosts arguing it reflects a broader ideological and generational realignment in the Democratic Party. The back half shifted to AI infrastructure, China’s model catch-up, Micron’s blowout quarter, and the growing bottlenecks around memory, power, and data-center deployment.