CoreWeave

“There was more money flowing into secondaries. For Figma, Rippling, Canva, Revolut, CoreWeave, Databricks, and Stripe, then all of the tech IPOs in twenty-twenty-three to twenty-twenty-four.”

“CoreWeave has 200,000 GPUs, billions in revenue, and they convert, they're converting old crypto data centers, and then hooking into on-site gas plants”

“So I have like over 50 now, but that was my first, and I was not accredited at the time.”

“It really is you know, they built with the idea of HPC big performant synchronous HPC clusters in mind when absolutely no one was doing that. None of the hyperscalers were doing that. And then now, of course, everybody's realized AI specific data centers make …”

“I did it personally actually brought it to the fund and we didn't do it because it was seen as outside of scope, which was a catastrophic mistake, obviously worst mistake of my career by far. Like, I just ran the math, I did the numbers on it, and. It was our …”

“Like CoreWeave has talked about these things are lasting five to six years and they're getting like almost 90, 95% of the pricing.”

“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”