Atreides CIO Gavin Baker says internal AI spending could be 100x higher in August 2026 than in March 2026, with costs nearly doubling each month. He also expect

Atreides CIO Gavin Baker says internal AI spending could be 100x higher in August 2026 than in March 2026, with costs nearly doubling each month. He also expects a sharper debate over the optimal mix of humans, open-source and frontier-model tokens.