Crusoe Energy Systems
also referred to as: crusoe
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 14, 2025 by Dylan Patel · said 3 times in 2 episodes since 2025 · across every show →
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brought up most by Dylan Patel (2), Sarah Guo (1)
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2026 1 mention in 1 episode
2025 2 mentions in 1 episode
Everything said about Crusoe Energy Systems, 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?”