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PodMine

Michael Intrator

Matches in: Person
2 episodes
Jan 7, 2026• Big Technology Podcast

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

CoreWeave's founders discuss their rapid rise in the AI infrastructure market, defending their business model against claims of being an AI bubble, and explaining how they've strategically built data centers and acquired GPUs through carefully structured long-term contracts with major tech companies.

53:06
Nov 13, 2025• Decoder with Nilay Patel

The company at the heart of the AI bubble

A deep dive into CoreWeave, a crypto-turned-AI company that has become a crucial infrastructure provider for AI companies, highlighting the complex financial maneuvering and unique relationship with NVIDIA in the potentially volatile AI infrastructure market.

37:56