CoreWeave, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where CoreWeave comes up

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▶ 35:35 Thomas Wolf The, the, the strong ecosystem of inference provider, fireworks has been, has been on the wall, like, you know, all, all the clouds, Nebus, Corweave, every, every, every cloud has been, like, increasingly have, like, these crazy revenue…

▶ 28:51 Sachin Katti Uh, we also have compute from Corby, for example, so, a new cloud.
▶ 33:22 Matt Turck Uh, you know, the core ways of the world are famous for, uh, being very strategic users of debts.

▶ 16:15 Dylan Patel All the code is and the results are, but we run across, I think, sixty million dollars of GPUs, which are donated to us by companies like Nvidia, AMD, OpenAI, Microsoft, Amazon, Crusoe, CoreWeave, Together AI.
▶ 34:27 Dylan Patel There was a core weave deal today. 5 times in the scene
▶ 51:03 Dylan Patel Ultimately the capex that Microsoft spent in 2024 for OpenAI is what results in 2025 for OpenAI or CoreWeaver or whoever is what results in their models being so good this year.
▶ 1:03:41 Matt Turck I wanted to come back, uh, quickly to, uh, that, um, NVIDIA and CoreWeave deal that you mentioned as we sort of, uh, uh, close the discussion on, uh, on CapEx and a, and a bubble. 4 times in the scene

▶ 10:07 Matt Turck Uh, you know, it seems that others, like possibly like CoreWeave, uh, are very natural candidates for, uh, IPOs.
▶ 20:04 Aman Kabeer And I think maybe along those lines, we talked about CoreWeave already kind of underscoring the supply and demand and timing as a huge factor.
▶ 38:01 Matt Turck We talked about CoreWeave.

▶ 0:14 Matt Turck More recently, there's been a bunch of newfangled, I call them like the alt clouds, CoreWeave, Lambda, and covered Modal in terms of product use cases.
▶ 2:45 Matt Turck Nvidia, Model Labs, Grok, Lambda, CoreWeave, all those companies.
▶ 4:22 Erik Bernhardsson More recently, there's been a bunch of sort of new newfangled, I call them like the alt clouds, uh, core weave, uh, lambda,

▶ 19:05 Renen Hallak In CoreWeave or on-prem or at the edge, and we stitch all of those instances together into one global namespace, and that allows us to schedule close to where the data is.
▶ 20:39 Matt Turck So the, the hyperscalers, but also the more specialized GPU players, so the Core Waves, the Lambda.

▶ 47:47 unnamed speaker Um, it seems like NVIDIA and Microsoft selected CoreWeave, and partly NVIDIA likes CoreWeave because they don't make any of their own silicon, you know, so that we, they can, tomorrow you could get 10,000 GPUs running instantly. 5 times in the scene

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