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Nebius Group

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 31, 2026 by Gavin Baker · said 3 times in 1 episodes since 2026 · across every show →

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brought up most by Gavin Baker (3)

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2026 3 mentions in 1 episode

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Everything said about Nebius Group, oldest first

Aug 31, 2026 bullish
Assertion Not checkable as stated
SpaceX Achieves Sub-10-Month Compute Payback on Large Rapidly Built Clusters
“And then SpaceX, because they build these really big clusters, and I think a really important point is they bring them on fast. They have an even faster payback, and they can monetize it, you know, higher”
Gavin Baker Aug 31, 2026 ▶ 12:34 Why AI Demand Is Outrunning Compute Supply
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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