CoreWeave, every mention
29 scenes · ← back to CoreWeave
tap a year for its mentions
every year anyone John Coogan 12Jordi Hays 5Tae Kim 3Will Depue 1Dylan Patel 1
Verbatim, from the transcripts: the passages where CoreWeave comes up
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
- ▶ 1:33 John Coogan In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.
RSI Is Closer Than People Think, Per Tae Kim
The Meta Compute Debate | Diet TBPN
- ▶ 13:40 John Coogan Why would Meta give a deal to CoreWeaver Iron if they just sell the compute themselves?
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 14:44 unnamed speaker Back and forth, uh, on the open AI news, shares of Oracle, CoreWeave, and SoftBank, uh, slumped, but CoreWeave is up majorly today, 8.4%. 3 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
- ▶ 2:01 Jordi Hays You know, if you're like a core weave or something like that, that's a little bit more straightforward.
- ▶ 6:39 Jordi Hays You have hardware, NVIDIA, AMD, Intel, Cisco, Broadcom, SK Hynix, Western Digital, data centers, so NeoClouds, things like CoreWeave, Lambda, social networks, YouTube, Instagram, X, LinkedIn, even thinking Roblox, right?
Become Unsloppable: How to Survive the Great Software Collapse
- ▶ 2:42 Jordi Hays You know, if you're like a core weave or something like that, that's a little bit more straightforward.
- ▶ 8:32 Jordi Hays Data centers, so neoclouds, things like CoreWeave, Lambda.
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
- ▶ 6:33 unnamed speaker Uh, a Neo lab that's trying to solve continual learning, or some, you know, unsolved problem in AI research, or should you think about them more like a hyperscaler, like an AWS, or like a core weave, or like a Lambda, like a Neo cloud…
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- ▶ 27:44 Jordi Hays Let's pull up the core weave ad.
- ▶ 28:44 John Coogan Core Weave, the essential cloud.
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 40:45 Dylan Patel Because, you know, they've already like went out and signed big deals with Google and CoreWeave and so on and so forth.
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 19:36 unnamed speaker Core Weave not, in the past, past what, month, they've been selling off a little bit. 2 times in the scene
Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN
- ▶ 16:20 unnamed speaker That will last until someone posts a core weave CDS chart, and you'll repeat that too without realizing that it was just dealers hedging credit portfolios, not some cosmic warning sign.
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 13:26 unnamed speaker Massive new five hundred million dollar positioning core weave. 3 times in the scene
- ▶ 20:43 unnamed speaker Then Microsoft spends 60 cents leasing GPUs from CoreWeave to handle the compute load, which is CoreWeave revenue, and then CoreWeave spends two dollars and 40 cents on chips from NVIDIA, and, and another two dollar and 40 cents. 2 times in the scene
Thursday's Diet TBPN
- ▶ 20:40 unnamed speaker CoreWeave, who again is the only neocloud in the platinum tier semi-analysis, is down 45%.
Elon's Trillion Dollar Pay Package | Diet TBPN
- ▶ 4:22 unnamed speaker And if you look at, uh, right now, core weaves, uh, corporate default swaps are now sitting around 500 basis points, jumped up dramatically. 2 times in the scene
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 30:52 John Coogan It's a, it's a, it's a big, tough nut to crack, but we've seen with the Neo clouds with CoreWeave and Together and Nebius and Crusoe, like there are American companies building massive multi-billion dollar projects and they've kind of… 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 42:09 unnamed speaker Runpod, Lambda, Scaleway, SMC, Azure, Nebius, Together, Crusoe, Lepton, Oracle, Coreweave, AWS.
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 3:06:21 Will Depue Um, or maybe they partner with like, you could see them partnering with someone like a core weave, um, or NVIDIA directly.
Logan Bartlett talks about the history of VC, current sentiment, and are we back to 2021?
- ▶ 12:54 unnamed speaker Especially now with companies like core weave, you know, the, the core weave IPO, it seems unclear now if they're going to get out, but like, what's your read? 4 times in the scene
Nic Carter talks crypto, meme coins, and the regulatory environment.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:16:22 John Coogan Yeah, like CoreWeave. 3 times in the scene
- ▶ 1:50:20 John Coogan Comparison to CoreWeave. 2 times in the scene
The END of Ski Season? (E26)
- ▶ 1:12:53 John Coogan It'd be interesting to see how the core weave IPO goes.
FACT CHECKERS vs. tech article (ep14)
- ▶ 1:36:40 John Coogan For Figma, Rippling, Canva, Revolut, CoreWeave, Databricks, and Stripe, then all of the tech IPOs in twenty-twenty-three to twenty-twenty-four.