2025 Predictions with bestie Gavin Baker
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Welcome back to the All In Podcast, everybody. I am your host, Jason Calacanis. I'll put in a bunch of plugs for the projects I'm working on throughout the show to annoy my cohosts and continue the grift. But it is 2025, and we are doing our bestie awards. It's gonna be amazing today. We've got so much to do. Today with us again for the second time, a truly amazing bestie, Gavin Baker from Atreides Capital. Am I correct? Is it Atreides Capital?
Atreides Management. Atreides Management.
Oh, a tradies management? Okay. And, Just
call it House of Treaties. Oh,
gee. Nope. That's not getting him in trouble. IP. Gavin, welcome back to the program. Let us know, just briefly, what what does a tradies do? Thanks
for having me here, Jason, Chamath, and Dave. Treatise, we're, we're a crossover firm. We invest publicly and privately in consumer and tech, and we go from series a to mega cap. Got
it. Okay. So you are a capital allocator. You place bets on technology on the most important new companies in the world. We'll get into that. And this is our prediction show. We did our bestie awards. How
big is your firm, Gavin? This
is You
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