Patrick OShaughnessy@patrick_oshag. This is my sixth conversation with @GavinSBaker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: – Why the wafer shortage may prevent an AI bubble – Data centers in space (reframed) – Elon’s Terafab and. 12:00 PM · May 20, 2026 · 965K Views. 54 Replies · 140 Reposts · 1.4K Likes
