Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
Invest Like the Best with Patrick O'Shaughnessy
Colossus
4.7 • 2.5K Ratings
🗓️ 9 December 2025
⏱️ 86 minutes
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| 0:00.0 | Here's an interesting question to think about. If your finance team suddenly had an extra week every month, what would you have them work on? |
| 0:05.9 | Most CFOs don't know because their finance teams are grinding it out on lost expense reports, invoice coding, and tracking down receipts until the last possible minute. |
| 0:13.7 | That's exactly the problem that Ramps set out to solve. Looking at the parts of finance, everyone quietly hates and asking why are humans doing any of this? |
| 0:21.7 | Turns out they don't need to. Ramp's AI handles 85% of expense reviews automatically with 99% |
| 0:27.8 | accuracy, which means your finance team stops being the department that processes stuff and starts |
| 0:32.6 | being the team that thinks about stuff. Here's the real shift. Companies using Ramp aren't just |
| 0:37.1 | saving time. They're reallocating it. While competitors spend two weeks closing their books, you're already planning next quarter. While they're cleaning up spreadsheets, you're thinking about new pricing strategy, new markets, and where the next dollar of ROI comes from. That difference compounds. Go to ramp.com slash invest to try ramp and see how much leverage your team gains when the |
| 0:55.9 | work you have to do stops getting in the way of the work that you want to do. To me, Ridgeline |
| 0:59.6 | isn't just a software provider. It's a true partner in innovation. They're redefining what's |
| 1:03.6 | possible in asset management technology, helping firms scale faster, operate smarter, and stay ahead |
| 1:08.3 | of the curve. I want to share a real-world example of how |
| 1:10.8 | they're making a difference. Let me introduce you to Brian. Brian, please introduce yourself and tell |
| 1:17.1 | us a bit about your role. My name is Brian Strang. I'm the technical operations lead, |
| 1:22.1 | and I work at Congress Asset Management. How would you describe your experience working with |
| 1:26.0 | Ridgeline? Ridgeline is a technology partner, not a software vendor, and the people really care. |
| 1:30.3 | I get sales, calls all the time, and I ignore them. Ridgeline sold me very quickly. |
| 1:35.3 | We went from $7 billion to $23 billion, and the goal is $50 billion. |
| 1:39.3 | Ridgeline was the clear frontrunner to help us scale. |
| 1:42.3 | In your view, what most distinguishes Ridgeline? |
| 1:45.6 | They reimagined how this industry should work. |
| 1:48.1 | It's obviously they were operating on another level. |
| 1:52.2 | It's worth reaching out to Ridgeline to see what the unlock can be for your firm. |
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