CoreWeave, every mention

13 scenes (2026) · ← back to CoreWeave

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every year 2026 anyone John Coogan 12Jordi Hays 5Tae Kim 3Will Depue 1Dylan Patel 1

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

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The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN Jul 30, 2026 · 1 mention

  • ▶ 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 Jul 29, 2026 · 2 mentions

  • ▶ 29:26 Tae Kim So, I think, look at Jensen's history in investing in these companies and CoreWeave and see how much money they made. 2 times in the scene

The Meta Compute Debate | Diet TBPN Jul 2, 2026 · 1 mention

  • ▶ 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 Apr 30, 2026 · 3 mentions

  • ▶ 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 Mar 30, 2026 · 1 mention

  • ▶ 21:12 Tae Kim Like CoreWeave has talked about, uh, these things are lasting five to six years, uh, and they're getting like almost 90, 95% of the pricing.

Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN Feb 14, 2026 · 2 mentions

  • ▶ 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 Feb 13, 2026 · 2 mentions

  • ▶ 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 Feb 11, 2026 · 1 mention

  • ▶ 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 Feb 10, 2026 · 2 mentions

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI Feb 3, 2026 · 1 mention

  • ▶ 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.
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