CoreWeave
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Aug 25, 2023 by Guido Appenzeller · said 19 times in 5 episodes since 2023 · across every show →
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brought up most by Dylan Patel (16), Guido Appenzeller (1), Gavin Baker (1), Erik Torenberg (1)
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2026 2 mentions in 2 episodes 1 per episode
2025 16 mentions in 2 episodes 8 per episode
2023 1 mention in 1 episode
Everything said about CoreWeave, oldest first
Aug 25, 2023 negative
Appenzeller: Specialized clouds like CoreWeave beat hyperscalers for AI startups
“The large clouds, in my experience, are not always the best option, right, if you price it out. You know, we've seen that the startups typically are more likely to go with specialized clouds, you know, like CoreWeave or Lambda, right, that are basically specia…”