CoreWeave, every mention
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every year anyone Harry Stebbings 72Jason Lemkin 14Rory O'Driscoll 11Jason Calacanis 6Everett Randle 5David Cahn 5Larry Aschebrook 1Jerry Murdock 1Cliff Weitzman 1Andrew Feldman 1
Verbatim, from the transcripts: the passages where CoreWeave comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 11:43 Cliff Weitzman Or a startup core weave.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 6:44 Rory O'Driscoll And clearly, NVIDIA got the signal from their customers, the hyperscalers, you know, the CoreWeaves, the OpenAIs and Tropics themselves, the Googles that basically said next year, you know,
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 22:44 Jerry Murdock CoreWeave or any of the other inference providers.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 33:38 Harry Stebbings Metacompute, a cloud business to sell access to its AI infrastructure, either as hosted or raw GPU, rented by the hour, like CoreWeave or Nebius. 2 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:21:26 unnamed speaker You've got CoreWeave.
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 13:03 unnamed speaker You know, twenty-four billion a year in, um, kind of core weave, like, revenue from Google and Entropic, and then a six billion dollar run rate, six billion year-end potential cursor.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 40:21 Harry Stebbings Do you believe your Nebius and your Core Weaves will be a sustainable multi-hundred billion dollar company in the future, or is it solving a short-term supply problem? 3 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:13:08 Harry Stebbings Nebius versus CoreWeave. 3 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 52:46 unnamed speaker So he is the most efficient core weave with the lowest cost of capital. 2 times in the scene
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 31:59 Harry Stebbings When people look at you versus other NeoClouds, you know, we look at you versus a CoreWeave, you both run GPUs, you both have Nvidia relationships, you both have Meta as a customer,
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 43:11 unnamed speaker You know, I mean, really good might mean not quite as good as Entropic, which is all that plus profits, too, but I think right now the public doesn't have any pure-play AIs other than, you know, something like CoreWeave, now something like…
- ▶ 47:58 unnamed speaker And the truth is, you get to a launch business, you have a Starlink business which you can value, and you have a CoreWeave type business, because that's what, um, the AI business has now become. 6 times in the scene
- ▶ 59:52 unnamed speaker I mean, Corweave has nothing. 2 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 18:41 Harry Stebbings Does that mean they're dramatically overvalued when you look at a Nebius or a CoreWeave or any of the others? 8 times in the scene
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 39:14 Rory O'Driscoll You know, it's a, it's a mini core weave, and those have been great businesses, because you're, right now, everyone's compute-starved. 5 times in the scene
- ▶ 44:44 Jason Lemkin The tough one is, would you invest in a Corio Vernebius at the seed level today?
- ▶ 50:26 Rory O'Driscoll It's a N of one positioning, and, you know, for, Jason, for a market that's starved of ways to bet on OpenAI and Anthropic, this, you know, they really only have things like CoreWeave, and, you know, obviously you have NVIDIA. 2 times in the scene
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 1:30:08 Harry Stebbings If that's the case, why wouldn't you buy the shit out of Nvidia, AMD, Nebius, Coreweave,
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 9:23 unnamed speaker So it's, you've got your own little core weave. 2 times in the scene
- ▶ 50:31 Jason Lemkin Um, it's more interesting than core weave, which is a data center, right?
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 11:29 Jason Lemkin They know exactly where they can offload risk to core weave. 2 times in the scene
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 1:38 Harry Stebbings It's led to CoreWeave dropping and Oracle dropping, I think five and seven percent respectively.
- ▶ 28:02 unnamed speaker Microsoft, CoreWeaver, Oracle will actually, quote, have the compute. 2 times in the scene
- ▶ 33:39 Jason Lemkin Don't even buy CoreWeaver or these crazy things.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 1:00:35 Jason Lemkin If we need infinite capital and look, there's a circular, we're back, we're backstopping CoreWeave, we're backstopping Nebius to some extent.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:05:06 Rory O'Driscoll So, I mean, it's worth pointing out, Evan Dunks on CoreWeave. 3 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 24:03 Jason Calacanis I think they are very interesting, and if you look at the leaders, they're the weak guys, ok? 4 times in the scene
- ▶ 30:32 Jason Calacanis CoreWeave gets, apparently, an entire pass.
- ▶ 1:08:20 Jason Calacanis But if all of that started in the beginning of the conversation of all that Oracle and core weave and nebius revenue all goes up, up in the sky, deep, far in the sky, that is a lot of money.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 3:10 Jason Lemkin But it's not like folks on the street knew who Figma or Coroweave was, right?
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 10:16 unnamed speaker First of all, there's a reason why they sponsor the Core Weaves and the next generation of NeoClouds, because they're like, those guys ain't going to build their own chip.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 49:04 unnamed speaker Maybe CoreWeave, maybe those CoreWeave contracts aren't quite what we hoped, right?
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 26:38 Everett Randle Of the AI era, and when they were, when CoreWeave was, was first raising in private markets, I was like, 3 times in the scene
- ▶ 1:17:34 Everett Randle I think, honestly, the, the quality of the AI cloud business model, again, I was very negative, negative on it when like CoreWeave was first coming up. 2 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 45:58 Jason Lemkin They're like, okay, we called the CoreWeave guys.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 10:16 Harry Stebbings We saw Poolside recently announced a two gigawatt data center that they're building out in conjunction with CoreWeave.
- ▶ 13:01 David Cahn And of course they had a really nice exit to, uh, to Corey recently.
- ▶ 23:48 David Cahn And Corey has really stepped up and taken on a huge amount of the compute demand. 3 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 48:32 unnamed speaker You know, they're partnering with CoreWeave, but per the documents I read is a poolside is going to be developed, but I might have guessed it would have been one, you know, the way big corporations often do a build to lease where they say,… 3 times in the scene
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 45:49 Andrew Feldman And I, I think CoreWeave and some of their sort of financial engineering and innovations there helped the world to see that.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 43:30 Harry Stebbings If you listen to this, you're not just like, shit, I should just buy the shit out of CoreWeave. 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 15:46 unnamed speaker So core, we can now not go out of business. 2 times in the scene
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 28:39 unnamed speaker I believe that, I mean, Jesus Christ, Corweave and everybody these days said they have insatiable demand, so that's okay. 3 times in the scene
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 49:00 Harry Stebbings Most people will just use a CoreWeave or use NVIDIA or whatever that is.
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 39:24 Harry Stebbings Now you're seeing that move to the public market, and you're seeing your figmas pop in the way that they do, your core weaves, your circles, your bullish pop yesterday.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 0:11 Harry Stebbings We discuss CoreWeave, Newbank, Databricks hitting a hundred billion dollars, and much more.
- ▶ 7:15 Harry Stebbings There's an interesting question to be had here, which is given what we've seen with Figma, Core, Weave, and Circle, if you had the likes of Canva and Databricks go out, they're better.
- ▶ 12:00 Jason Lemkin These are small, these are, the Corweave has a huge market cap, a Corweave Circle, Hinge Health, uh, you know, these are, these are, these are still niche plays, aren't they? 2 times in the scene
- ▶ 52:39 Harry Stebbings CoreWeave is up to 11.2 billion. 15 times in the scene
- ▶ 1:02:28 Harry Stebbings So if we then were to extrapolate that to a little game, Rory, because I know you love games, is CoreWeave over or under sixty billion market cap next year? 6 times in the scene
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 15:46 Harry Stebbings I get you, but it's not though, because you've got Circle, you've got CoreWeave, and you've now actually had three in the space of two to three months.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 1:05:39 Harry Stebbings Scale, Wiz, Dream Games, Figma, Revolut, Secondaries, um, Circle, uh, CoreWeave, uh, Hinge Health, which IPO'd, uh, Chime, 2 times in the scene
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 11:37 Harry Stebbings I think you bluntly put the core weaves and the circles in them actually at this point, but the game stops of the world. 3 times in the scene
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- ▶ 23:41 Harry Stebbings Speaking of kind of capitalizing on appreciation of stock price and using it strategically, I'm jumping around the schedules that we have, but there was one that I thought was really interesting, was CoreWeave, who bought Core Scientific… 10 times in the scene
- ▶ 1:10:03 Harry Stebbings Does Call Weave and Circle sustain the super high stock prices? 2 times in the scene
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 47:00 unnamed speaker I mean, let me give you, if the, the, what's the guy, the, the, the, the dead center guys back is Cor, Cor, Cor, you go public.
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- ▶ 1:27:37 Larry Aschebrook We also had CoreWeave.
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- ▶ 3:18 Jason Lemkin It's just Circle and CoreWeave are the crazy ones, and they're at, I think they're at the edge of meme stocks, right? 3 times in the scene
- ▶ 12:20 Jason Lemkin And when everyone's caught up in feeling this is the time to IPO, I think people are going to try to go, even if they could have six months ago, even if this data shows, hey, Mountain Hinge, Circle, Corwee, Vitoro, even SailPoint all could…
- ▶ 13:03 unnamed speaker I mean, you know, you mentioned Core Weaver, a wildly successful IPO. 8 times in the scene
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 1:00:24 Harry Stebbings Can I ask you, does CoreWeave open up a wave of excitement, a wave of investor excitement from here? 6 times in the scene
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 45:44 David Cahn And so, um, you know, Blackstone did, did this core weave deal.