{"id": "gavin_baker", "name": "Gavin Baker", "kind": "person", "bio": "AI 资本配置独立视角，观点锋利", "updated_at": "2026-10-15", "source": "Hourahead /p/gavin_baker", "claims": [], "threads": [{"object": "nvidia", "title": "英伟达", "headline": "Gavin Baker 附议 Erlina Yeo Terwelp：AI 投资不应全押 2026 年份，2027 年份同样要参与，下一个 NVIDIA 或许要到 2028 年才出现", "published_at": "2026-10-15T16:08:53.000Z", "source_url": "https://x.com/GavinSBaker/status/2110764860946702632", "role": "KOL"}, {"object": "anthropic", "title": "Anthropic", "headline": "Gavin Baker 称所有开源推理云环比与同比增速均超 Anthropic 和 OpenAI", "published_at": "2026-10-15T15:07:52.000Z", "source_url": "https://x.com/GavinSBaker/status/2110749506413408347", "role": "投资人"}, {"object": "capex", "title": "Capex", "headline": "Gavin Baker 回应 AI 资本开支与历史周期无异的质疑：差异明显，但时间会证明", "published_at": "2026-10-13T16:38:11.000Z", "source_url": "https://x.com/GavinSBaker/status/2110047457966969249", "role": "KOL"}]}