← Back
Crusoe

Crusoe

other
Last discussed Oct 6, 2026

A company that builds data centers and power plants, focusing on energy infrastructure for computing needs.

How Crusoe compares

4 creators weighed in
CoreWeave Direct rival
GPU cloud for AI workloads

Rory says Crusoe is smaller than CoreWeave but growing much more quickly. Both are cloud infrastructure players attracting large capital commitments.

J R
4 creators
JC
Jason Calacanis

"Coreweave, 6 billion in cloud commitments. They also invested in that company and then 13 billion with Crusoe. They are building their own infrastructure and they're embracing open source."

Grouped with Coreweave as cloud infrastructure providers where Jane Street has committed capital

RO
Rory O'Driscoll

"Crusoe at 30. I mean I think it's growing. It's smaller than Coreweave, growing much more quickly."

Compared to CoreWeave and Nebius; noted as smaller but growing more quickly

Jason Lemkin

"Crusoe is at $3.9 billion Series at $30.9 billion. I've done the math and I believe it's just below the fold. It's just a hint too expensive to hit our margin. Reluctantly, I'm going to have to pass on Crusoe."

Compared to CoreWeave and Nebius in the data center/GPU infrastructure market

Emad Mostaque

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

Mentioned alongside CoreWeave as example NeoCloud providers

What creators say

Showing the most relevant creator cards first. Show all 13
Greg Isenberg
mentioned

"Saw just the other week Crusoe raised 3.9 billion dollars for its vertically integrated AI infrastructure platform."

More from Greg Isenberg →
JC
Jason Calacanis
mentioned
vs: Grouped with Coreweave as cloud infrastructure providers where Jane Street ha...

"Coreweave, 6 billion in cloud commitments. They also invested in that company and then 13 billion with Crusoe. They are building their own infrastructure and they're embracing open source."

More from Jason Calacanis →
RO
Rory O'Driscoll
mentioned
vs: Compared to CoreWeave and Nebius; noted as smaller but growing more quickly

"Crusoe at 30. I mean I think it's growing. It's smaller than Coreweave, growing much more quickly."

More from Rory O'Driscoll →
+1 more mention from Rory

"He solved it first of all with, look, I have Crusoe. I forward bought Crusoe to fill the gap in Colossus."

Jason Lemkin
mentioned
Praised: Strong order book, modular data centers, owns chain from power to tokens vs: Compared to CoreWeave and Nebius in the data center/GPU infrastructure market

"Crusoe is at $3.9 billion Series at $30.9 billion. I've done the math and I believe it's just below the fold. It's just a hint too expensive to hit our margin. Reluctantly, I'm going to have to pass on Crusoe."

More from Jason Lemkin →
CL
Chase Lock Miller
mentioned
Used for: AI cloud platform providing compute infrastructure for training and inference at gigawatt scale Praised: Energy-first approach, gigawatt-scale campus design, vertically integrated pl...

"The philosophy of the business from day one was taking this energy-first approach to computing. We named the company Crusoe after the character Robinson Crusoe who was stranded on a desert island and had to be innovative with his resources. Today,..."

More from Chase Lock Miller →
John Coogan
mentioned
vs: Positioned as 'below the fold' infrastructure investment vs. 'above the fold'...

"They're also investing in Crusoe. We have Chase Lock Miller coming back on the show to talk about building infrastructure for the AI buildout."

More from John Coogan →
Emad Mostaque
mentioned
vs: Mentioned alongside CoreWeave as example NeoCloud providers

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

More from Emad Mostaque →
SN
Scott Nolan
mentioned

"Invested in a company called Crusoe. These were really about stranded energy sources."

More from Scott Nolan →
+2 more mentions from Scott

"Invested in a company called Crusoe. These were really about stranded energy sources."

"And then really energy where we invested in Crusoe Energy and understood the whole stranded supply of flare gas and what could you do with that"

Dave Blundin
mentioned

"Here you've got Crusoe and all these other hyperscalers that can now tap into the world's money supply, pull the money in today, build out the real estate, the racks, the computers today, and then deliver the contract later."

More from Dave Blundin →
DA
Delian Asparouhov
mentioned
Praised: Dramatic pivot from crypto mining to data center production as an example of ... vs: Originally a coin miner, now a data center producer

"Crusoe is probably one of my favorite examples of this — originally started off as a coin miner and now obviously turned into a data center producer."

More from Delian Asparouhov →
GB
Gavin Baker
mentioned
Used for: Modularly assembling shipping-container-style data centers for distributed AI compute vs: Similar approach to Tesla's Megapod and the broader trend of prefabricating m...

"Crusoe is working on modularly assembling data centers, kind of like a data center in an 18-wheeler, you know, shipping container."

More from Gavin Baker →
DF
David Friedberg
mentioned
vs: Mentioned alongside Bittensor, Venice, and Plurales as examples of distribute...

"Crusoe is working on modularly assembling data centers, kind of like a data center in an 18-wheeler shipping container."

More from David Friedberg →

About this data

  • ✓45,000+ mentions extracted from real podcast transcripts
  • ✓Every quote links to the source episode
  • ✓Sponsored mentions are always labeled
  • ✓Critical takes are shown, never filtered out
How Followed works →
Get an email when a new creator recommends it

Follow Crusoe

Free email updates