Nebius
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20VC 22 
Sourcery 5 
Invest Like the Best 4 
TBPN 2 
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20VC 22Sourcery 5Invest Like the Best 4TBPN 2
2026 27 mentions in 9 episodes 3 per episode
- Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
- Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- 1 more episode that year, every mention in 2026 →
2025 6 mentions in 3 episodes 2 per episode
every mention on every show, scene by scene, with the transcript →
17 statements about Nebius, every show
Coogan: Situational Awareness held concentrated longs in Nebius, Micron, CoreWeave, shorted Adobe
“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”
Clements: Accel's $150M PIPE investment in Nebius is up 13x in 16 months
“16 months ago, a hundred and fifty million dollar investment that I think is up 13 x today, and the world is now awakened to this company and how special it could potentially be.”
GPU cloud providers can become multi-hundred billion dollar businesses
“I certainly think they can be sustainable.”
Chernin: Nebius had its best sales week during DeepSeek market selloff
“So I remember that Nebel stock went down 40% in one week or so in February, I think it was February or March, 20, 24, or 2025. And anecdotal story, the same exact week, we probably had the best week in sales.”
Chernin: AI infrastructure companies must reach massive scale to survive
“We are infrastructure company. We need to be large. If you are not large enough, nobody needs us to exist.”
Chernin: Managed inference shifts AI billing from GPU hours to tokens
“Now we speak in tokens. It's not you pay for GPRs. You consume tokens and you can build your applications, not thinking in terms of the clusters underneath.”
Chernin: Future AI infrastructure will be purchased based on task execution
“So this is the next layer when developer would maybe not even think in terms of particular, you know, types of the tokens, but things in terms of end-to-end execution of their task.”
Chernin: Future AI compute demand will be driven by traditional enterprises
“We believe long-term better positioning for going to enterprises where we believe eventually a lot of demand will come from. Again, now most of our segment is working. It's AI natives working with AI natives, but we have a huge economics, a huge market of ente…”
Chernin: Revolut initially spent 99% of its AI inference budget on OpenAI
“We have the customer of Revolut. And when we started working with them, I think 99 percent of their budget, inference budget was in closed models in OpenAI.”
Chernin: Earning NVIDIA's respect requires engineering-level alignment
“NVIDIA is still for big extent is an engineers driven company. And I think the best thing you can do To get respect from Nvidia. It's my read. They may have a different point of view, but if engineers in Nvidia respect your engineers, you will have the right f…”
Chernin: 70% to 75% of Nebius's new compute capacity is in the US
“Like probably 70, 75% of the new capacity that we built midterm is in the US.”
Lemkin: CoreWeave and Nebius Have No Special Technology
“I mean, Corweave has nothing. What do Nebius and Corweave have? Nothing, no special technology, right?”
Lemkin: AI hardware and GPU clouds will eventually crash as capacity catches up
“I do think at some point, Sandisk and Nebius and Core, we've all have to crash and Marvell and even Broadcom. At some point they have to crash at some level because they always, I think AI can grow infinite. Like we all approach the singularity, but eventually…”
Kantrowitz: Neo-Cloud Providers Face Severe Risk Relying on OpenAI's Infrastructure Commitments
“The weakness in the whole story is your whole business is based off of OpenAI keeping this promise of building out the infrastructure. And last week in particular, when there was that Wall Street Journal report, which OpenAI pushed back on very strongly that l…”
Ma: Nebius and Meta Agree to $27B AI Infrastructure Deal
“Nebius and Meta have agreed to a twenty seven billion dollar AI infrastructure pact, a deal. The talks are advanced to packed stage. A five-year deal, twenty-seven billion to supply AI infrastructure capacity to Meta.”
Patel: Microsoft Nebius NJ data center didn't drive power price hikes
“That data center has nothing to do with power prices going up. It's super storm standee, like five years ago, knocking or whatever, how many years ago, knocking down the state's electrical infrastructure and then the, then improving all these improvements. And…”