Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Big Technology Podcast
01/07/26
•61m
About
Comments
Featured In
Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the criticisms of its business model. In this episode, we cover what it takes to build so many datacenters in such a short time, what happens to Coreweave if the AI boom flattens out, why the company uses debt to build its infrastructure, and how AI chips depreciate over time. Tune in to hear an in-depth, illuminating interview with the founding team of one of the AI moment's most fascinating and controversial companies.
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Meta buys Manus 2) Is the Manus deal an enterprise play? 3) What Meta could do with consumer AI agents 4) Why consumer AI agents are a good advertising strategy for Meta 5) Instagram head Adam Mosseri addresses AI slop 6) Meta Ray-Bans don't work in the cold 7) NVIDIA pretty much buys Groq 8) Elon Musk's Grok goes full pervert 9) Who's responsible? 10) What explains the rise of sports betting and prediction markets -- is it a lack of a stable financial future that would otherwise be worth investing in?
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Claude Code's ability to run autonomously and complete tasks 2) Claude's ability to use tools 3) Is this a big deal? 4) Can Claude Code style tools be used for more knowledge work? 5) Gmail adds AI 6) Another explanation for Meta's Manus purchase 7) OpenAI gets into healthcare (officially) 8) Future of the doctor-patient interaction 9) Are rigged prediction markets a good thing? 10) Do we still want to do busywork in the age of AI?
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Learn more about your ad choices. Visit megaphone.fm/adchoices
If you like this episode you’ll love
Promoted