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CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer: chapters

Timestamps from the YouTube edition.

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  1. Opening and the guest introduction
    Listen from 0:00 on YouTube (external site)
  2. CoreWeave’s financing explanation
    Listen from 4:01 on YouTube (external site)
  3. Contract prices and project cash flow
    Listen from 9:15 on YouTube (external site)
  4. Operating complexity and the Loudcloud experience
    Listen from 13:50 on YouTube (external site)
  5. Project liabilities and company-wide exposure
    Listen from 18:40 on YouTube (external site)
  6. Secured projects and bond-market prices
    Listen from 23:30 on YouTube (external site)
  7. IPO demand and competitive threats
    Listen from 27:50 on YouTube (external site)
  8. Software supply and price pressure
    Listen from 31:14 on YouTube (external site)
  9. Coding tools and new business models
    Listen from 35:00 on YouTube (external site)
  10. Power access and infrastructure payback
    Listen from 38:20 on YouTube (external site)
  11. Contract penalties and operating risk
    Listen from 42:25 on YouTube (external site)
  12. Anthropic fundraising and reported projections
    Listen from 45:44 on YouTube (external site)
  13. What is known about the investor-day figures
    Listen from 51:45 on YouTube (external site)
  14. Fundraising size and valuation scenarios
    Listen from 55:30 on YouTube (external site)
  15. Short contracts and future compute prices
    Listen from 59:00 on YouTube (external site)
  16. Founder incentives and ownership
    Listen from 1:01:01 on YouTube (external site)
  17. The debate over self-replicating small models
    Listen from 1:03:46 on YouTube (external site)
  18. Existing device attacks and new experiments
    Listen from 1:09:31 on YouTube (external site)
  19. Specialised models and enterprise workloads
    Listen from 1:14:50 on YouTube (external site)
  20. Model instructions and behaviour
    Listen from 1:19:05 on YouTube (external site)