CoreWeave
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 14, 2025 by Dylan Patel · said 23 times in 5 episodes since 2023 · across every show →
Mentions by year
brought up most by Neil Tiwari (10), Sarah Guo (5), Dylan Patel (5), Illia Polosukhin (2), Elad Gil (1)
tap a year for its mentions
2026 14 mentions in 1 episode
2025 5 mentions in 1 episode
2024 1 mention in 1 episode
2023 3 mentions in 2 episodes 2 per episode
Everything said about CoreWeave, oldest first
Aug 14, 2025 bearish
Patel: Many VC-backed NeoClouds will fail from low utilization
“So a lot of these companies will fail, either because it no longer makes sense for them to continue to get venture funding, or they end up getting out-competed because they just can't get their utilization up, unlike, you know, some other clouds, right?”