CoreWeave, every mention
11 scenes · ← back to CoreWeave
tap a year for its mentions
every year anyone Dylan Patel 16Guido Appenzeller 1Gavin Baker 1Erik Torenberg 1
Verbatim, from the transcripts: the passages where CoreWeave comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 11:53 Gavin Baker I mean, we, we calculate, you know, Nebius and Corweave both gave some interesting disclosures.
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 39:59 Erik Torenberg You know, why not incumbents like NVIDIA, Core, et cetera, just take the lion's share of these markets.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 22:58 Dylan Patel So, uh, Microsoft, CoreWeave, Amazon, Google, and Oracle, right? 2 times in the scene
- ▶ 48:28 Dylan Patel You, you know, like, he gave recently, like, uh, CoreWeave a backstop, uh, because, because today it's really hard to find a large number of GPUs for burst capacity, right?
- ▶ 50:48 Dylan Patel Um, CoreWeave, right, like, yeah, everyone's, like, throwing a fuss about it, but it's like, he invested a couple hundred million plus, you know, early on, plus, um, you know, rented a cluster from them for internal development purposes… 2 times in the scene
- ▶ 59:51 Dylan Patel Um, the experience is not as good as, you know, say a CoreWeave or whatever, but the name of the game is capacity today. 2 times in the scene
- ▶ 1:08:31 Dylan Patel Which was where CoreWeave was. 2 times in the scene
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 14:38 Dylan Patel Um, you know, if you, if you just look at, like, again, just OpenAI and Anthropic and the compute that they have and are getting this year, uh, from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle, uh, for OpenAI, 30%… 2 times in the scene
- ▶ 40:55 Dylan Patel Cause like companies like CoreWeave, you know, why is CoreWeave valuable is really because they build infrastructure really fast, right? 4 times in the scene
- ▶ 1:03:50 Dylan Patel Azure is like losing a lot of share to Oracle and CoreWeave and Google, um, and so on and so forth, right?
Chasing Silicon: The Race for GPUs
- ▶ 7:37 Guido Appenzeller 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 specialized in providing AI infrastructure to startups.