About this episode

Amir Fischer interviews Gavin Baker about his journey in technology-focused investing and insights on the industry.

This week on Generating Alpha, I sat down with Gavin Baker, founder and CIO of Atreides Management, one of the most respected technology-focused investment firms in the market today. Gavin grew up in Houston, Texas, the son of two attorneys, with an early obsession with history, books, and games of skill and chance. He arrived at investing almost by accident — a college internship at Donaldson, Lufkin & Jenrette introduced him to equity research, and he never looked back. After graduating from Dartmouth, he joined Fidelity Investments, where he would spend over a decade covering semiconductors, pharma, telecom, and retail before rising to manage the $17 billion OTC fund. It was at Fidelity where Gavin developed the convictions that would define his career. As a young semiconductor analyst, he was among the first to identify the inventory buildup that preceded the dot-com crash. He built early, high-conviction positions in NVIDIA and Tesla, and was an early institutional investor in SpaceX. After leaving Fidelity, he founded Atreides Management, where he has continued to focus on deep tech, semiconductors, and the infrastructure underpinning artificial intelligence. In our…

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