Corweave

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 13, 2026 by Gavin Baker · across every show →

Everything said about Corweave, oldest first

Aug 13, 2026 bullish

Assertion Supported

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”

Gavin Baker Aug 13, 2026 ▶ 1:02:54 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

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Corweave

Everything said about Corweave, oldest first

Turn any episode into a week of clips.