CoreWeave, every mention

26 scenes (2026) · ← back to CoreWeave

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every year 2026 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

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How to Build Your Own Data Center & Why Every Startup Should Do It Sep 5, 2026 · 1 mention

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation Sep 3, 2026 · 1 mention

  • ▶ 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 Aug 22, 2026 · 1 mention

Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings Jul 9, 2026 · 2 mentions

  • ▶ 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 Jun 25, 2026 · 1 mention

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings Jun 18, 2026 · 1 mention

  • ▶ 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 Jun 15, 2026 · 3 mentions

  • ▶ 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 Jun 13, 2026 · 3 mentions

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings Jun 11, 2026 · 2 mentions

  • ▶ 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 Jun 8, 2026 · 1 mention

  • ▶ 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 May 28, 2026 · 9 mentions

  • ▶ 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 May 26, 2026 · 8 mentions

  • ▶ 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 May 21, 2026 · 8 mentions

  • ▶ 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 May 18, 2026 · 1 mention

Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings May 14, 2026 · 3 mentions

  • ▶ 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 May 7, 2026 · 2 mentions

  • ▶ 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 Apr 30, 2026 · 4 mentions

  • ▶ 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 Feb 5, 2026 · 1 mention

  • ▶ 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 Jan 8, 2026 · 3 mentions

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