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Michael Intrator

Co-Founder and CEO, CoreWeave · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

executivefounderinvestorLinkedIn ↗coreweave.com ↗Wikipedia ↗

Michael Intrator co-founded CoreWeave in 2017, leading its transition from cryptocurrency mining to a specialized GPU cloud infrastructure provider for AI workloads. Prior to CoreWeave, he worked as a commodities trader and served as co-founder and CEO of Hudson Ridge Asset Management.

11statements → 7claims → 5claims resolved → 60%fully supported → 4.09/5average certainty → 2.36/5average debate potential → 7said about them ↓

3 supported 2 partly supported 0 contradicted 1 not yet assessed 1 not checkable as stated how the 7 claims stand · each chip opens the sources

1 prediction · 6 assertions · 4 disclosures · every statement was checked. The prediction and assertions are the 7 claims: statements the public record can support or contradict. 5 are resolved, 1 is not yet assessed, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Michael argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Intrator: OpenAI has 800 million monthly active users
“They have a franchise that has eight hundred million monthly users of their product, which is fully one 10th, one out of every 10 human beings on the planet logs on to OpenAI.”
Michael Intrator Jan 7, 2026 ▶ 31:17 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Michael Intrator on measured tape to publish a rate. This says nothing about how they speak.

Everything Michael Intrator said on Big Technology that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not publicly verifiable
Intrator: CoreWeave's deployed GPU fleet exceeds all other neoclouds combined
“If you took all of the other neoclouds and added their GPU fleets up, we would still be a multiple of all of them combined in terms of the number of GPUs that are up and running and delivered to clients.”
Michael Intrator Jan 7, 2026 ▶ 10:19 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Disclosure
Intrator: CoreWeave fully amortizes debt and profits within 5-year contracts
“Within the five years of the contracted period with Microsoft, we pay for the infrastructure, we pay for the OPEX, we pay for the interest, and we earn an enormous margin on the infrastructure.”
Michael Intrator Jan 7, 2026 ▶ 27:51 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Assertion Supported
Intrator: OpenAI has 800 million monthly active users
“They have a franchise that has eight hundred million monthly users of their product, which is fully one 10th, one out of every 10 human beings on the planet logs on to OpenAI.”
Michael Intrator Jan 7, 2026 ▶ 31:17 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Disclosure
Intrator: CoreWeave signed a $14 billion contract with Meta
“Meta that we signed a fourteen billion dollar contract with”
Michael Intrator Jan 7, 2026 ▶ 33:16 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Assertion Supported
Intrator: NVIDIA invested $350M across two rounds while CoreWeave raised $25B
“NVIDIA has made two investments in CoreWeave. They made an investment of a hundred million dollars. And then they made an investment of and that was early, that was in the B round, I believe. . Brian Venturo: At a two billion dollar valuation. Michael Intrator…”
Michael Intrator Jan 7, 2026 ▶ 51:49 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Assertion Partly supported
Intrator: No single customer accounts for over 30% of CoreWeave backlog
“There's no customer that represents more than 30% of our backlog, and so we've done an incredible job.”
Michael Intrator Jan 7, 2026 ▶ 6:18 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Disclosure
Intrator: CoreWeave secures 85% of infrastructure exposure with long-term contracts
“What we are doing Is we are making the majority of our investments by taking Long-term contracts from credit-worthy entities using those contracts as a way of raising money to build the infrastructure where the demand and the credit and the capital has already…”
Michael Intrator Jan 7, 2026 ▶ 22:56 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Disclosure
Intrator: CoreWeave borrowing spread dropped from SOFR+1350 to SOFR+400
“No, it was SOFR plus 13 50 down to SOFR plus 400, right?”
Michael Intrator Jan 7, 2026 ▶ 40:15 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Assertion Partly supported
Intrator: CoreWeave is worth $40 billion
“From the perspective of, you know, the company is worth forty billion dollars.”
Michael Intrator Jan 7, 2026 ▶ 54:50 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Assertion Supported
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”
Michael Intrator Jan 7, 2026 ▶ 20:19 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Prediction Not checkable as stated
Intrator: Power availability will become an issue for AI in three years
“In three years, power is going to be an issue.”
Michael Intrator Jan 7, 2026 ▶ 58:11 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

The other half of the tape: Michael Intrator's own voice is left out of every number here. Other people bring the name up 7 times in 1 episode on Big Technology. every mention, with the transcript →

Who brings them up most Jim Cramer 7

Every mention by year

tap a year for its mentions
0041812025episodesmentions
0112025episodes it came up in
0040.5812025episodesmentions per episode
2025 7 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Bria Jan 7, 2026 28m
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