Mentioned On
Episode Mentions
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 13, 2026
Grok 4.6 Shows How Fast Your AI Options Are Expanding
“Reported 454% revenue growth to $582M and EPS beating forecasts by 83%, with Blackwell compute clearing at record prices.”
Better Offline · Aug 7, 2026
Monologue: The Pale Horsemen Arrive
“Listed among neo-cloud and infrastructure counterparts whose revenues depend on OpenAI and Anthropic spending.”
Better Offline · Aug 5, 2026
The AI Demand Bubble with Ed Elson
“Cited as another AI compute provider whose primary customer is Microsoft, further illustrating the lack of diversified AI demand.”
Better Offline · Jul 31, 2026
Monologue: We Live Inside A Dream, But Who Is The Dreamer?
“Named as a neocloud provider at risk of cascading failure if CoreWeave defaults.”
TBPN · Jul 30, 2026
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
“AI infrastructure company held as a concentrated long position by Situational Awareness fund.”
TBPN · Jul 30, 2026
Martin Shkreli Breaks Down the Collapse of Situational Awareness
“Named as one of Situational Awareness's positions used to illustrate how banks advertise large block sales to potential buyers.”
Milk Road AI · Jul 20, 2026
Will AI Trade Stocks Better Than Us?
“Neoclould company mentioned as picks-and-shovels play in AI infrastructure buildout”
The Information's TITV · Jul 15, 2026
On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park
“Alternative cloud provider getting 75% of business from startups maxed out at AWS, Microsoft, Google”
TBPN · Jul 14, 2026
IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page
“Signed a $1B compute deal with Reflection AI to supply GPU infrastructure for frontier open model training.”
Motley Fool Money · May 14, 2026
AI Is Supplying Blowout Earnings…Again
“Neocloud company that signed $27B infrastructure deal with Meta, driving demand for networking solutions”
The Information's TITV · May 14, 2026
Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise
“NeoClouds competitor in GPU rental and AI infrastructure space”
Bloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“AI data center company reporting 684% Q1 sales jump; competing with CoreWeave in renting computing resources to AI developers”
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“AI cloud compute company at $180 per share with shareholders speculating on $2000 per share based on Larry Fink compute futures narrative”
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“AI company receiving $2 billion from NVIDIA to develop knowledge factories for AI infrastructure”
YPO Technology Network AI Brief · May 5, 2026
Inference Got Cheap. Renegotiate Everything.
“European cloud provider acquiring EigenAI ($643M) and Tavoli ($275M) to build inference-optimized stack”
Deep Questions with Cal Newport · Apr 23, 2026
What has *Actually* Happened in AI in 2026? | AI Reality Check
“Announced data center projects not under construction; former crypto company raising capital without building”
Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 13, 2026
Ep 754: Anthropic’s ‘scary’ new model, Microsoft Copilot’s ‘Code Red,’ OpenAI’s Superinteligence New Deal and more
“In talks to acquire AI21 Labs for up to $3 billion”
TBPN · Mar 16, 2026
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
“Former Yandex spinout securing $27B AI infrastructure deal with Meta”
Dwarkesh Podcast · Nov 12, 2025
Satya Nadella — How Microsoft is preparing for AGI
“Infrastructure partner providing GPU capacity to Microsoft through managed services agreements”