Atreides Management

Star tech investor Gavin Baker says Michael Burry's bearish Substack on AI spending is a 'godsend,' crediting Burry's critiques with helping to prevent a tech bubble. Baker, an early Tesla and Nvidia …

Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…

Orbital data centres are emerging as a real investment opportunity as terrestrial AI expansion faces grid, cooling, and land constraints, with multiple startups and at least one hyperscaler pursuing p…