Companies

Atreides Management

Mentioned in 1 analyzed podcast episode across 1 show

Episode Mentions

All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jun 26, 2026

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

Gavin Baker's hedge fund; he made a 2025 prediction on HBM makers like Micron that has returned 14x.

DSA Socialist Sweep in NYC Democratic PrimariesChina GLM 5.2 Open Source AI Model ParityAI Model Distillation and Knowledge Transfer from US Frontier Models
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