Who is on this subjectordered by the date of their first quote here
Every lane here carries 5 quotes or more. 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
5
13 Oct 2024 – 27 Mar 2026
-100 d
- Dylan Patel 5 21 Jan 2025 – 27 Dec 2025 +0 d
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Brad Gerstner
5
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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Dylan Patel
Patel describes CoreWeave converting a crypto facility with 200 megawatt gas plant into seven data center buildings.
“And one of these crypto data centers has a, like, a 200 megawatt natural gas plant in the middle of, like, seven buildings. Right? And each of these buildings is a data center.”
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Brad Gerstner
Gerstner cites CoreWeave's $12 billion OpenAI Stargate deal and $3 billion ServiceNow acquisition as evidence deals are happening.
“so two quick things. Number one, CoreWeave announced yesterday a $12,000,000,000 deal with OpenAI on Stargate. Those things are getting constructive. We're investors there.”
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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 reports NVIDIA promised to buy any unsold CoreWeave capacity, calling this commitment unusual and debt-enabling.
“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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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 warns investors cannot assess real CoreWeave demand since NVIDIA's backstop obscures slowdown signals.
“And if you just said to me, what would you look for to see if we've, you know, kind of reached a point where things are slowing a little bit?”
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Brad Gerstner
Gerstner says CoreWeave and NVIDIA transactions are disclosed in public companies, allowing scrutiny of demand.
“These are public companies, both CoreWeave and NVIDIA. It is a disclosed transaction. It's not like this stuff's occurring in the dark at night.”
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Dylan Patel
Patel distinguishes neo clouds between hyperscaler deals like CoreWeave and on-demand services like Lambda.
“There's other neo clouds who do a lot of on demand services. Right? Like Lambda. There's so there's a wide range of Neo Clouds.”
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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 notes AI infrastructure stocks trade at mid-twenties multiples while CoreWeave trades at five times EBITDA.
“All of these stocks are trading in mid twenties in terms of their multiples in the case of something like CoreWeave, which has fallen out of favor, trading at five times EBITDA.”
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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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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together