CoreWeave, every mention
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every year anyone Jason Calacanis 19Chamath Palihapitiya 10Joe Lonsdale 7Thomas Laffont 5Gavin Baker 3David Sacks 2Brad Gerstner 2Sarah Friar 1Chase Lochmiller 1
Verbatim, from the transcripts: the passages where CoreWeave comes up
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:02:54 Gavin Baker Corweave said that they are renting Amperes at economically profitable rates today for 2029.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 23:27 Brad Gerstner Look at CoreWeave, etc.
- ▶ 44:04 Brad Gerstner That's why you saw a 40% trade down in the core weaves of the world and, you know, the, the, all of the, the semiconductor stocks and semiconductor related AI stocks.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 26:38 Jason Calacanis And all you have to do is use one of their hosting companies core.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:16:50 Chamath Palihapitiya Here's the core weave spec.
- ▶ 1:35:10 Gavin Baker And listen, like, outside of the hyperscalers, the only companies that have ever brought on more than a gigawatt, I think, are CoreWeave, um, Crusoe, um, and, and SpaceX AI.
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 23:57 Sarah Friar Oracle, um, CoreWeave, um, Microsoft, GCP, AWS, and a bunch of small neo-scalers.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 1:16:33 Gavin Baker Within data centers that need being built, whether they're being built by CoreWeave, XAI, Amazon, Google, NVIDIA's AI business is growing faster than Broadcoms.
- ▶ 1:19:44 Chamath Palihapitiya You had an incredible insight, which is the amortization schedule for CoreWeave and all these guys, they got saved. 4 times in the scene
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 17:26 Chamath Palihapitiya So then you go to CoreWeave. 2 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:42:40 Chase Lochmiller You were kind of, we were part of an early contingent of Neoclouds, you know, between us and CoreWeave and
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 3:57 Jason Calacanis Chip or really an Nvidia server, if you think of it that way, you know, do these things have a three year lifespan, a four or five, six year lifespan, core weave might be putting them at six year.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 5:35 Jason Calacanis Microsoft, Nvidia, Oracle, Broadcom, CoreWeave, who all are the partners we're talking about,
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 1:01:33 Jason Calacanis Like what is the useful, like core weave, these things last four years.
- ▶ 1:05:56 Jason Calacanis And as you can see here between XAI, OpenAI making language models, AMD, Intel CoreWeave standing up data centers.
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- ▶ 1:10:20 Jason Calacanis That would match core weave.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 57:14 Thomas Laffont And, and to me, as we think about Circle and CoreWeave, two companies that have gone IPO recently, it's, it's kind of embarrassing, kind of numerically that the charts are almost identical, even 4 times in the scene
- ▶ 1:18:55 Thomas Laffont Like in real time, um, not just from kind of higher visibility companies like Circle and CoreWeave, but, um, Chime also did really well.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 1:44 Jason Calacanis CoreWeave IPO happening soon, uh, by the time you get this, and, uh, NVIDIA, you were there at NVIDIA. 3 times in the scene
- ▶ 9:39 Jason Calacanis Since we're here, let's talk a little bit about the CoreWeave IPO. 10 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 53:36 Joe Lonsdale Let's talk about CoreWeave. 7 times in the scene
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- ▶ 34:31 Chamath Palihapitiya Why does, why does CoreWeave get funded today? 2 times in the scene
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 42:11 Chamath Palihapitiya And basically, I think if you look at the, the most typical deal, so like, for example, the, the core weave deal, which was floating around was something along the lines of 40% of the cost of all the GPUs was put up in cash and 60% was…
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 32:51 David Sacks There's a company called core weave, which provides cloud infrastructure for AI training. 2 times in the scene