The Ledger

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why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Intrator: CoreWeave's average client AI compute contract is five years
“Our clients come into us and they buy compute for five years, for six years. Our average contract is five years.”
Michael Intrator Mar 23, 2026 ▶ 11:05 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Disclosure
CoreWeave uses six-year GPU depreciation schedule and expects longer lifespans
“We use a six year depreciation. We believe that the GPUs will last in excess of six years, but we felt like that was a fair and reasonable approach to a technology cycle that's moving at this velocity.”
Michael Intrator Mar 23, 2026 ▶ 11:41 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Disclosure
CoreWeave bought and donated NVIDIA A100s to EleutherAI to learn AI compute
“We actually went out and bought a bunch of A-one hundreds and donated them to a group that was working on Luther AI.”
Michael Intrator Mar 23, 2026 ▶ 3:54 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Disclosure
Intrator: CoreWeave's software and infrastructure sit directly above NVIDIA GPUs and below AI models
“When you're thinking about what we do, we kind of live above the NVIDIA GPUs, but below the models.”
Michael Intrator Mar 23, 2026 ▶ 6:13 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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