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

Coreweave's founders, CEO Michael Intrator and CSO Brian Venturo, address the company's position in the AI infrastructure boom and debate whether it's a bubble or a boom. They emphasize Coreweave's software suite that optimizes parallelized computing, differentiating them from hyperscalers and allowing clients to extract maximum value from GPUs. Venturo and Intrator clarify that while Microsoft is a significant customer, Coreweave has broadened its customer base. They also explain their risk-managed approach to debt financing, using long-term contracts with creditworthy entities to secure infrastructure build-out, and the structure of revenue flowing into a "box" to pay off OPEX, interest, and principal. The discussion also covers GPU lifecycles, refuting claims of rapid depreciation, and the evolving balance between AI model training and inference demands.