Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Jan 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
6
13 Oct 2024 – 27 Mar 2026
-100 d
- Dylan Patel 3 thin 21 Jan 2025 – 27 Dec 2025 +0 d
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Brad Gerstner
2
thin
12 Mar 2025 – 6 Jan 2026
+50 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley realizes NVIDIA needs multiple large system companies like CoreWeave to maximize its competitive advantage.
“Like like like if if the biggest systems are where the biggest competitive advantage is, you need as many of these big system companies as you can possibly have.”
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Dylan Patel
Patel reports CoreWeave has over 200,000 GPUs, billions in revenue, $20 billion valuation, and plans to IPO in 2025.
“CoreWeave now has, like, 200 k plus GPUs. Right? Like Yeah. A lot of GPUs. Right? They're doing, like, you know, billions of dollars of revenue.”
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Brad Gerstner
Gerstner cites CoreWeave's $12 billion OpenAI Stargate deal announced yesterday as evidence AI buildout continues.
“CoreWeave announced yesterday a $12,000,000,000 deal with OpenAI on Stargate. Those things are getting constructive. We're investors there. I I can tell you those things are getting built.”
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Dylan Patel
Patel describes a 10,000+ GPU customer whose engineers preferred CoreWeave infrastructure over their acquirer's hyperscaler setup.
“What's what's funny is there was a customer that had more than 10,000 GPUs with you. They got acquired. They had to start using some clusters at their acquiring company, the company that acquired them.”
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Bill Gurley
Gurley warns NVIDIA backstop obscures real demand signals for CoreWeave from investors.
“That could easily help CoreWeave with their debtors and and getting more debt financing. But it also means as a investor, we we don't know what's going on with real demand for CoreWeave because we probably won't be told if they start moving into the world where they're offloading to NVIDIA or not.”
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Bill Gurley
Gurley flags NVIDIA's unusual promise to buy unsold CoreWeave capacity as revealed in regulatory filings.
“One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else. That is very unusual. That's not the same as making an investment.”
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Bill Gurley
Gurley flags NVIDIA's promise to buy unsold CoreWeave capacity as highly unusual arrangement.
“One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else.”
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Bill Gurley
Gurley says NVIDIA promised to buy any unsold CoreWeave service availability, disclosed in CoreWeave filing, calling it very unusual.
“That is very unusual. That's not the same as making an investment. That could easily help CoreWeave with their debtors and and getting more debt financing.”
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Dylan Patel
Patel says CoreWeave was the only Platinum recipient among roughly 40 cloud companies tested by SemiAnalysis.
“Semi Analysis ClusterMax Platinum. The only recipient of Platinum, you know, we had about six gold recipients and we tested roughly 40 different cloud companies, but CoreWeave was the only one that achieved Platinum.”
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Brad Gerstner
Gerstner says CoreWeave stands alone among Neo Clouds due to its performance and strategic importance to NVIDIA's Rubin deployment.
“We think CoreWeave stands alone, in terms of its performance, the software that is built on top of the cloud, its execution capability, its strategic importance to NVIDIA in terms of deploying Rubin, etcetera.”
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Bill Gurley
Gurley questions Nvidia's contract guaranteeing to buy CoreWeave's excess capacity as abnormal business practice.
“But then they wrote a contract with CoreWeave, which said if CoreWeave ever has extra capacity, we'll buy that capacity, which presumably helps it get more debt financing, that kind of thing.”
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