https://minutesof.com/on/coreweave/ Everyone on the record about coreweave: 11 verbatim quotes from 3 people, October 2024 to March 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:53 +0000 https://minutesof.com/q/1ec48ad7-e41a-451b-bc0d-f305a4cf7de6/ https://minutesof.com/q/1ec48ad7-e41a-451b-bc0d-f305a4cf7de6/ “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.” — Bill Gurley, Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 coreweave https://minutesof.com/q/2a2e9ddc-cb1a-49a2-bcc6-300639d6ff88/ https://minutesof.com/q/2a2e9ddc-cb1a-49a2-bcc6-300639d6ff88/ “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.” — Brad Gerstner, CNBC Television Tue, 06 Jan 2026 18:25:41 +0000 coreweave https://minutesof.com/q/96f53404-9f3d-4379-8de2-fc7f7a2abbab/ https://minutesof.com/q/96f53404-9f3d-4379-8de2-fc7f7a2abbab/ “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.” — Dylan Patel, Blue Cactus AI Sat, 27 Dec 2025 17:41:13 +0000 coreweave https://minutesof.com/q/ca322c81-0e52-4f74-8498-094a688c0276/ https://minutesof.com/q/ca322c81-0e52-4f74-8498-094a688c0276/ “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.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 coreweave https://minutesof.com/q/f01ef787-0218-496c-9b10-9c8217b3118d/ https://minutesof.com/q/f01ef787-0218-496c-9b10-9c8217b3118d/ “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.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 coreweave https://minutesof.com/q/b4be77a2-c887-404a-a346-9a375dad5b9f/ https://minutesof.com/q/b4be77a2-c887-404a-a346-9a375dad5b9f/ “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.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 coreweave https://minutesof.com/q/cf90251e-a478-4fa1-adf6-3445694c5eac/ https://minutesof.com/q/cf90251e-a478-4fa1-adf6-3445694c5eac/ “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.” — Bill Gurley, BG2 Pod Tue, 14 Oct 2025 23:40:02 +0000 coreweave https://minutesof.com/q/4f8c1afb-2ba0-475b-98df-5a501781f6e4/ https://minutesof.com/q/4f8c1afb-2ba0-475b-98df-5a501781f6e4/ “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.” — Dylan Patel, CoreWeave Fri, 23 May 2025 17:27:49 +0000 coreweave https://minutesof.com/q/49c880e4-2625-4096-ae06-c44b2d83e61e/ https://minutesof.com/q/49c880e4-2625-4096-ae06-c44b2d83e61e/ “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.” — Brad Gerstner, CNBC Television Wed, 12 Mar 2025 13:00:04 +0000 coreweave https://minutesof.com/q/c8eccac4-eee6-4116-b120-54563d6b52fd/ https://minutesof.com/q/c8eccac4-eee6-4116-b120-54563d6b52fd/ “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.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 coreweave https://minutesof.com/q/51cfee06-b666-4d7b-b25f-8d608242bf2d/ https://minutesof.com/q/51cfee06-b666-4d7b-b25f-8d608242bf2d/ “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.” — Bill Gurley, BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 coreweave