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CoreWeave

5 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Oct 30, 2025 by Nathan Benaich · said 29 times in 8 episodes since 2023 · across every show →

Mentions by year

brought up most by Matt Turck (12), Dylan Patel (7), Thomas Wolf (1), Sachin Katti (1), Renen Hallak (1), Erik Bernhardsson (1), Aman Kabeer (1)

tap a year for its mentions
00821542023202420252026episodesmentions
0242023202420252026episodes it came up in
002.52542023202420252026episodesmentions per episode
2026 14 mentions in 3 episodes 5 per episode
2024 10 mentions in 4 episodes 3 per episode
2023 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about CoreWeave, oldest first

Oct 30, 2025 neutral
Assertion Supported
A large portion of CoreWeave's revenue comes directly from Microsoft
“A lot of CoreWeave's revenue also comes from Microsoft on the way back.”
Nathan Benaich Oct 30, 2025 ▶ 36:59 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Nov 6, 2025 positive
Disclosure
Kant: CoreWeave is the anchor tenant for Poolside's new data center
“They are the anchor tenant on our data center.”
Eiso Kant Nov 6, 2025 ▶ 17:35 Intelligence Isn’t Enough: Why Energy & Compute Decide the AGI Race – Eiso Kant
Feb 5, 2026 positive
Assertion Supported
Patel: Nvidia is backstopping CoreWeave's land and power capital needs
“NVIDIA invested two billion in CoreWeave, but what's more important is that that's like sort of just like the sticker. What's really relevant is NVIDIA is going to work with CoreWeave to acquire and backstop and all these things, the land, the power, the energ…”
Dylan Patel Feb 5, 2026 ▶ 34:34 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026 positive
Opinion
Patel: Concerns over AI circular financing and debt are overblown
“I think it's completely fine, and I think, like, people are, like, freaking out and making narratives where there really shouldn't be one.”
Dylan Patel Feb 5, 2026 ▶ 1:04:20 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026 neutral
Assertion Supported
Patel: CoreWeave secured GPU debt without backstops using Microsoft contracts
“In the case of core wave, they were actually able to no backstop, right? They were able to just say, Hey, look, here's our Microsoft contract for this many GPUs.”
Dylan Patel Feb 5, 2026 ▶ 1:04:51 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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