Investing Profile

Gavin Baker(13)

VCInvestor

Managing Partner & CIO, Atreides Management LP

gavinbaker.netBoston, Massachusetts

Your Intro Paths to Gavin Baker

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Gavin Baker's investing connections

Connected to 3 investors on Signal.

Networks Gavin is a member of

Dartmouth College Network

209 CONNECTIONS

Fidelity Investments Network

55 CONNECTIONS

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Current Investing Position

Atreides Management Managing Partner

Investment Range

$250K - $50.0M

Sweet Spot

$5.0M

Investments On Record

Gavin Baker's Investments On Record (29)

Company	StageDateRound Size	Total Raised
Lumilens	Series CAug 2026$700M	$700M
Co-investors: James Kuklinski (Spark Capital), Umesh Padval (Thomvest Ventures)
Xsight Labs	Series EJul 2026$300M Series AMay 2020$80M Series CSep 2019$80M	$460M
Co-investors: Danny Akerman
Fireworks AI	Series DJul 2026$1.5B	$1.8B
Co-investors: Sonya Huang (Sequoia Capital), Shardul Shah (Index Ventures), Matthew Miller (Sequoia Capital), Anoushka Vaswani (Lightspeed Venture Partners), Eric Vishria (Benchmark), Alfred Lin (Sequoia Capital), Tim Tully (Menlo Ventures), Matt Murphy (Menlo Ventures), Howie Liu
Run-A-Muck	SeedJun 2026$17M	$17M
DriveNets	Series DJun 2026$410M Series CAug 2022$260M Series BJan 2021$210M	$1B
Co-investors: Bob Goodman (Bessemer Venture Partners), Adam R. Fisher (Bessemer Venture Partners), Aaron Mankovski (Pitango Venture Capital), John Thompson (Moving Capital)
Aria Networks	Series AApr 2026$130M	$130M
Positron	Series BFeb 2026$230M Series AJul 2025$52M	$290M
Co-investors: Randy Glein (DFJ Growth)
webAI	Series AJan 2026	$60M
Co-investors: Ken Seiff (Blockchange Ventures), David Mount (G2VP), Mike Abbott

Gavin Baker's Media (13)

Gavin Baker on AI platform shift, upside vs downside, extinction risk, Nvidia outlook & more | E1764

youtu.be

Exclusive Panel Discussion with Industry Titans: Antonio Gracias, Gavin Baker, & Bill Gurley!

youtu.be

Rise of the Gigafirm: What will be the next trillion-dollar tech company? #FIIPRIORITY

youtu.be

Gavin Baker - Boston Investment Conference 2023

bostoninvestmentconference.com

Atreides' Gavin Baker on the future of SPACs and how the retail investor is winning the year

www.cnbc.com

Tech and Consumer Growth Investing

www.joincolossus.com

Investing Through a Bear Market

www.joincolossus.com

Gavin Baker on Investing in Omnichannel Retailers at Sohn Hearts and Minds Australia November 2020

youtu.be

Covid-19 Caused Chaos for Investors in 2020. These Hedge Funds Earned Billions.

www.wsj.com

Gavin Baker

www.youtube.com

Gavin Baker has navigated 4 bear markets. He shares his exact investment strategy for today's volatile environment — and explains why he's laser-focused on 2 areas in particular.

www.businessinsider.com

Gavin Baker's Discussion on Investing with Columbia Student Investment Management Association

youtu.be

Scale and Loyalty are more important online than offline, which drives much of the “winner take…

medium.com

most interested in

I have been investing in technology for 20 years and am comfortable in all areas. We have invested in semiconductor companies in both America and Israel, software, mapping, consumer internet, videogame infrastructure and several other areas across 8 significant investments and 15 smaller, earlier stage investments.

not interested in

I prefer to have a 6 month relationship with an entrepreneur before investing over $5m. I will make smaller investments as a way to develop that relationship if the round is being led by a VC who I trust as a result of a long relationship. Generally prefer infrastructure software to application software today but infinitely open minded.

Gavin Baker's Experience

Portfolio Manager, Fidelity OTC Fund Fidelity Investments1999 - 2017

Gavin Baker's Education

Dartmouth College A.B. History and Economics

Investors who invest with Gavin Baker

Scouts & Angels Affiliated With Gavin Baker