Corweave
company on 4 shows · 4 statements across 4 episodes
the MAD Podcast 
the a16z Podcast 
All-In 
20VC
4 statements about Corweave, every show
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”
Baker: CoreWeave is profitably renting 2020 Nvidia Ampere GPUs through 2029
“Corweave said that they are renting Amperes at economically profitable rates today for 2029. So an Ampere that came out in 2020 is going to have a nine-year life, and I think that's what Nvidia sees”
Wolf: Open Source AI Surges CoreWeave and Nebius Cloud Revenue
“All, all the clouds, Nebus, Corweave, every, every, every cloud has been, like, increasingly have, like, these crazy revenue curves that have this basically translation of people using more open source.”