Corweave

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 31, 2026 by Gavin Baker · across every show →

Everything said about Corweave, oldest first

Aug 31, 2026 bullish
Assertion Not checkable as stated
Nebius and CoreWeave Compute Payback Periods Are Nine to Ten Months
“We calculate, you know, Nebius and Corweave both gave some interesting disclosures. But you can kind of get to a nine to 10 month payback for Nebius”
Gavin Baker Aug 31, 2026 ▶ 11:53 Why AI Demand Is Outrunning Compute Supply
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