Core Weave: A Great Pivot to AI

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The company that's actually helping inflection deploy these 18,000 GPUs. They started as an Ethereum mining company back in 2017. And then at some point over the past few years when it started to go like this, they pivoted from crypto mining to basically being a GPU cloud provider. I think if you're a crypto person and you don't consider pivoting right now to AI and you've got like a really great tech team, kind of crazy because consumers and businesses were open to hearing about crypto solutions.

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Today’s show:

Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).

Time stamps:

(0:00) Nick joins Jason

(1:33) Nvidia’s GPU leverage

(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:07) CoreWeave’s pivot & the pros and cons of WFH

(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(20:54) Daniel Gross and Nat Friedman’s GPU play

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(28:53) Microsoft’s run-in with EU regulators over bundling

(37:58) FTC loses cases against Microsoft and Activision Blizzard merger

(46:37) Lina Khan’s track record as the head of the FTC

Follow Nick: https://twitter.com/nickcalacanis