CoreWeave
4 statements across 4 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Sep 30, 2025 by Dylan Patel · said 10 times in 5 episodes since 2025 · across every show →
Mentions by year
brought up most by Dylan Patel (7), Gavin Baker (2), Neil Movva (1)
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2026 5 mentions in 4 episodes 1 per episode
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- every mention in 2026, scene by scene →
Everything said about CoreWeave, oldest first
Sep 30, 2025 neutral
Apr 23, 2026 bullish
Patel: SemiAnalysis built SEM chip material mapping app using Claude tokens
“One person on the team, they've been able to spend with a couple thousand dollars of Claude tokens, they've been able to create this application that is GPU accelerated, runs on a server that we have at CoreWeave, and anytime we send it an image, it's able to …”
Aug 4, 2026 neutral
Aug 25, 2026 positive
Movva: Nvidia avoids selling tokens to prevent competing with its customers
“NVIDIA is really smart about this. They don't compete with their customers. NVIDIA takes a long view on everything. Why don't they even start with the NeoCloud? Why don't they just sell computer out the back door? Well, NVIDIA is really good. Jensen is really …”