Key ideas from Gavin Baker

• Gemini 3 confirmed scaling laws for pre-training remain intact, crucial since 'no one on planet Earth knows how or why scaling laws work' - Gavin
• Blackwell's complexity delayed deployment 18 months, but reasoning models bridged the gap and 'saved AI' from complete stagnation
• Google maintains temporary cost advantage as lowest token producer, but this changes when Blackwell models deploy in early 2026
• Data centers in space offer 6x more solar irradiance, free cooling, and faster laser connections than Earth-based facilities
• SaaS companies making 'exact same mistake as brick-and-mortar retailers with e-commerce' by refusing to accept lower AI margins
• Fortune 500 companies showing first quantitative AI uplift examples, like C.H. Robinson's 20% stock jump from AI-driven efficiency
• Young AI-native entrepreneurs are 'where I was as an investor in my early 30s and they're 22' due to AI assistance
• XAI will likely deploy first Blackwell model because 'no one builds data centers faster than Elon' according to Jensen Huang