Episode Appearances
Odd Lots · Jun 8, 2026
How CoreWeave Sees the Market for Compute Right Now
“Guest discussing CoreWeave's infrastructure strategy, customer diversification, and market dynamics”
AI Inference Demand and Market GrowthGPU Infrastructure and Data Center ConstraintsModel Routing and Inference Optimization
View Analysis
TBPN · Apr 1, 2026
Eddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO | Aaron Terrazas, Pratap Ranade, Abhishek Das, Garry Tan, Brannin McBee, Sam Yagan
“Announced $8.5B investment-grade debt financing for GPU infrastructure; discussed depreciation and demand”
Apple's 50-year history and services strategy evolutionArtemis II moon launch and NASA's return to lunar explorationAI-powered web agents and browser automation
View Analysis