CoreWeave

"it's able to create this application that is GPU accelerated runs on a server that we have at CoreWeave"

Chamath Palihapitiya

mentioned

"With CoreWeave, the most important thing that you should always look at is how the sharps, the super smart money, prices risk."

John Coogan

mentioned

"They were like, yeah, you're going to have a better experience if you just go direct: CoreWeave, Nebius, the other ones that are in the platinum tier."

"Jane Street — they've publicly announced 19 billion dollars in cloud capacity contracts. Coreweave, 6 billion in cloud commitments."

"Look at CoreWeave — it's been an amazingly good bet. CoreWeave is at $60 billion and Nebius is at $40 billion. Crusoe at $30 billion — I think it's growing, it's smaller than CoreWeave, growing much more quickly."

Emad Mostaque

mentioned

"Someone like a Crusoe or CoreWeave or something like that — you have a model, it gets uploaded, it proliferates there."

"Nebius and CoreWeave both gave some interesting disclosures, but you can kind of get to a 9 to 10 month payback for Nebius."

"Jensen is really good at making his friends billionaires. He's made CoreWeave a many-billion-dollar company. And there's no need for him to destroy that goodwill."

"If you go buy compute and you're OpenAI, you don't really care where you buy from — you buy it from wherever you could get it, whether that be from Coreweave, NBS, AWS, GCP, Azure — whoever it may be sells you it, you buy it from them."

"On the rental business, the rental of compute business — the GPU rental businesses tend to trade at very low multiples. Look at CoreWeave, etc."

"For you I would want CoreWeave to be bigger"

TBPN

mentioned

"CoreWeave literally pivoted out of crypto into AI. And they're the OG pivot story."

"CoreWeave has been an extraordinarily innovative company. They've solved a series of financial challenges with really innovative financial engineering. They were the first to use debt very innovative way. They get enormous credit for that."