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Chamath Palihapitiya

๐Ÿ‘ค Speaker
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26699 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

The one... What's the wait time like?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And is it just...

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

really competitive or not?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Because I talked to Jensen about it.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

He said, I said, how do you manage all these like big egos and names and companies trying to buy stuff?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And he said, well, they order it and we give it to them in the order in which they order it.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

So our approach is- You might get some sovereigns coming in and saying, I'll pay double.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

They do that with Ferraris too sometimes.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Yes, these are the Ferraris of computing, right?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

In a way, they are.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

How does all that debt work?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

That is something that you guys specialize in.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

corporate debt.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

I'm in the venture business.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

People are like, why should I be in venture when corporate debt pays so well?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Corporate paper is so huge.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

I'm curious how this fits in and what interest rate people are paying on a billion dollars in infrastructure.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

What do they pay on that?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Yes, it works better when that happens.