CoreWeave
6 statements across 3 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Feb 28, 2024 by Ben Firshman · said 30 times in 6 episodes since 2024 · across every show →
Mentions by year
brought up most by Michael Swix (Swyx) (10), Evan Conrad (9), Shawn Wang (4), Kyle Corbitt (4), Erik Bernhardsson (1), Dylan Patel (1), Ben Firshman (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 27 mentions in 3 episodes 9 per episode
Everything said about CoreWeave, oldest first
Feb 28, 2024
Firshman: Replicate does not own production GPUs, relies on GCP and CoreWeave
“We don't own our own GPUs. We've got a few that we play around with, but not, not for production workloads, and we are primarily built on this public cloud, so primarily GCP and CoreWeave, and like, it's some smatterings elsewhere, and...”
Apr 11, 2025 neutral
Apr 11, 2025 positive
Conrad: CoreWeave's debt-financed long-term contract model is optimal for GPUs
“So that means that the best way to make money in GPUs was to do basically exactly what CoreWeave did which is go out and sign only long-term contracts, pretty much ignore the bottom end of the market completely, and then maximize your long-term contracts with …”
Apr 11, 2025 neutral
Apr 11, 2025 neutral
Conrad: GPU businesses succeed as pure real estate or pure software, not both
“The GPU clouds are fantastic real estate businesses. If you treat them like real estate businesses, you will make a lot of money. The, Cloud services you can make on that, all the software you want to make on that, you can do that fantastically. If you don't o…”
Oct 16, 2025 neutral
Corbitt: Weights & Biases founders drove CoreWeave's OpenPipe acquisition
“So that was driven by actually mostly the weights and biases founding team. Lucas and Sean, particularly. So they, had recently been acquired by CoreWeave and CoreWeave was looking to continue growing up the stack. And so, yeah, they approached me and were lik…”