CoreWeave, every mention
31 scenes · ← back to CoreWeave
tap a year for its mentions
every year anyone Bill Gurley 29Brad Gerstner 13Dylan Patel 4Jensen Huang 3Thomas Laffont 2Michael Dell 1
Verbatim, from the transcripts: the passages where CoreWeave comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 18:46 Brad Gerstner CoreWeave is a huge business, right, that we're investors in, you know, and have been investors in, right, but there are a lot of other players, the Nebbias's of the world, the Irons of the world, and I would say that there are probably 50…
- ▶ 1:04:02 Brad Gerstner You know, obviously, this doesn't even include SpaceX, CoreWeave, et cetera, so I think the number on twenty-twenty-seven
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 47:34 Brad Gerstner So there are a lot of new entrants, right, uh, in this race to build out compute Oracle, CoreWeave, Crusoe, et cetera.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 16:55 Bill Gurley One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else. 4 times in the scene
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:34 Jensen Huang And then the third, the third is CoreWeave, right? 2 times in the scene
- ▶ 25:12 Brad Gerstner Do you see some of the traditional hyperscalers that may have been moving a little slower than, let's call it a CoreWeave, or, or, uh, uh, Elon X, or maybe a little slower than Stargate.
- ▶ 30:17 Jensen Huang We invested in CoreWeave.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 56:56 Michael Dell Yeah, we delivered the first GB 300, uh, a couple of days ago to, uh, CoreWeave.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 7:06 Thomas Laffont But to me, my other takeaway looking at this, and I was thinking about CoreWeave that recently went public and- 2 times in the scene
- ▶ 23:42 Bill Gurley 44% of cloud revenue market share, but only 20% of NVIDIA GPU allocation, and then Oracle jumps from five to 19, and CoreWeave comes out of nowhere to be 11. 3 times in the scene
- ▶ 38:13 Brad Gerstner CoreWeave, Circle. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 0:03 Bill Gurley We'll do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
- ▶ 42:11 Brad Gerstner And you and I are talking about taking the pod down to Abilene, Texas, to see Stargate, to Denton, Texas, um, to see, you know, the core weave facility that they're standing up for OpenAI.
- ▶ 52:31 Bill Gurley Let's talk IPOs, um, both core weave, but, but, but after that, let's just talk about IPOs in general. 10 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 38:16 Bill Gurley It sounds like, you know, we've got on the, on the flip side, on the IPO front, you know, there's talk of CoreWeave, you know, in the shoot, uh, rumors about Klarna.
- ▶ 53:09 Brad Gerstner We, we talked to core weaver. 2 times in the scene
- ▶ 1:06:41 Brad Gerstner I think they're building these two huge campuses, data centers, one in Abilene, Texas, the other one in Denton, Texas, uh, one with Oracle, one with CoreWeave.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 46:43 Bill Gurley I'm, uh, maybe we can transition to the public markets a bit, but I'm, there's a lot of talk that, uh, we're going to see a core weave filing, and I'm, I'm just excited to see the numbers, like, and to piece together more of the… 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:11 Bill Gurley I mean, it sounds to me like maybe a, an even better funded version of CoreWeave, but I don't, there's a lot I don't know, you know, and I'm, I'm asking questions like a lot of other people.
- ▶ 14:13 Bill Gurley Now, now you're assuming a three to one debt to equity, which I guess is something similar to what CoreWeave's done.
- ▶ 49:31 Bill Gurley Is it, is it a core weave lookalike, even maybe on steroids?
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:20 Dylan Patel So you can do what CoreWeave is doing and go to crypto mining companies and just like clear them out and put a bunch of GPUs in them, right?
- ▶ 42:50 Dylan Patel And in some cases, yes, it's private-slash-credit like CoreWeave, right? 2 times in the scene
- ▶ 1:13:00 Dylan Patel But then you're like, well, look at this offer from Oracle or from Microsoft or from Amazon or from CoreWeave or one of the 80 NeoClouds that exist.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:08:46 Bill Gurley Does your question to Brad's question about, your answer to Brad's question about the balancing of GPU ROI, does that answer the question as to why you've outsourced some of the infrastructure to CoreWeave in that partnership that you have? 2 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 51:31 Brad Gerstner When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:20 Bill Gurley Why was Nvidia so interested in CoreWeave existing?
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:14 Bill Gurley But Microsoft was already building their owns and already supporting CoreWeave.
- ▶ 49:34 Brad Gerstner The rumors out there around companies like Cerebris and CoreWeave and Databricks, those are all in our portfolios.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:10 Bill Gurley There's rumors out there about CoreWeave.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 1:19:03 Brad Gerstner From core weaved AWS to others who are in the business of renting AI capabilities out.