Investing Profile

Gavin Baker(13)

VCInvestor

CIO & Managing Partner at 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

260 CONNECTIONS

Dartmouth College Network

260 CONNECTIONS

Fidelity Investments Network

80 CONNECTIONS

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Current Investing Position

Atreides Management, LP Managing Partner

Investment Range

$250K - $50.0M

Sweet Spot

$5.0M

Investments On Record

Gavin Baker's Investments On Record (30)

Company	StageDateRound Size	Total Raised
Celero Communications	Series CSep 2026$280M	$380M
Co-investors: James Luo (CapitalG)
Positron	Series CSep 2026$380M Series BFeb 2026$230M Series AJul 2025$52M	$660M
Co-investors: Randy Glein (DFJ Growth)
Lumilens	Series CAug 2026$700M	$700M
Co-investors: James Kuklinski (Spark Capital), Umesh Padval (Thomvest Ventures), Navin Chaddha (Mayfield Fund)
Xsight Labs	Series EJul 2026$300M Series AMay 2020$80M Series CSep 2019$80M	$460M
Co-investors: Danny Akerman (Goldman Sachs)
Fireworks AI	Series DJul 2026$1.5B	$1.8B
Co-investors: Shardul Shah (Index Ventures), Sonya Huang (Sequoia Capital), Anoushka Vaswani (Lightspeed Venture Partners), Matthew Miller (Sequoia Capital), Alfred Lin (Sequoia Capital), Eric Vishria (Benchmark), Tim Tully (Menlo Ventures), Matt Murphy (Kleiner Perkins), 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: Adam R. Fisher (Bessemer Venture Partners), Bob Goodman (Bessemer Venture Partners), Aaron Mankovski (Pitango Venture Capital), John Thompson (Moving Capital)
Aria Networks	Series AApr 2026$130M	$130M

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

CIO & Managing Partner Atreides Management, LPPresent

Portfolio Manager, Fidelity OTC Fund Fidelity Investments1999 - 2017

Gavin Baker's Education

Dartmouth College Bachelor's Degree - AB History and Economics

Dartmouth College A.B. History and Economics

Investors who invest with Gavin Baker

Scouts & Angels Affiliated With Gavin Baker