CoreWeave
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · said 4 times in 2 episodes since 2025 · across every show →
Mentions by year
brought up most by Josh Wolfe (3), Rajiv Jain (1)
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2026 1 mention in 1 episode
2025 3 mentions in 1 episode
Everything said about CoreWeave, oldest first
Jun 8, 2026 bearish
Jain: CoreWeave and GPU cloud providers are bleeding heavily from underpricing
“When you're underpricing everything, if you look at CoreWeave and EBS, they're bleeding heavily.
That means they're not covering the cost.
The real test of shortage is when you're priced appropriately.
It's a capitalistic system, so when you subsidize somethin…”