// OVERVIEW
Independent AI cloud and GPU provider that went public at $40/share and saw its stock quadruple before falling on Blackstone/Google JV news.
Discussed in
- The True Biggest Risks in the AI Thesis
- OpenAI's Agents Conspired for More Than a Month Without the Company Knowing About It
- Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
- Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
- Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
- The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
- 👯 Closed-model bffs
- When $188B is quaint
- The AI trade just lost $1 trillion. Here is where the value went
// RECENT MENTIONS
// SIGNALS
37 SIGNALS
01
mention·The AI Corner·SEPTEMBER 10, 2026
Source→02
mention·StrictlyVC·SEPTEMBER 5, 2026
“Nvidia's equity investments have ballooned to $99 billion from about $7 billion a year ago, as the chip giant increasingly finances the AI ecosystem that buys its GPUs, including OpenAI, CoreWeave, Nebius, Intel, and SpaceX.”
Source→03
mention·Invest like the best·AUGUST 25, 2026
“"Jensen is really good at making his friends billionaires. He's made CoreWeave a many-billion-dollar company. There's no need for him to destroy that goodwill."”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.