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Michael Intrator

๐Ÿ‘ค Speaker
665 total appearances

Appearances Over Time

Podcast Appearances

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

And that's actually where you have the opportunity to really drive value outside of the model itself, but into the real world.

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

And

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

And

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

That's really exciting for us.

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

That's really exciting for us.

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

That's what we like to watch.

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

That's what we like to watch.

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

That's what I like to watch in terms of gauging the health.

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

That's what I like to watch in terms of gauging the health.

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

What chips are those?

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

What chips are those?

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

So really, we are the tip of the spear in bringing the new architecture out of NVIDIA into commercial production at scale.

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

So really, we are the tip of the spear in bringing the new architecture out of NVIDIA into commercial production at scale.

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

And so when we were the first ones to bring the H100s at scale, we were the first ones to bring the H200s at scale, first ones with the GB200s, and now you've got the GB300s.

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

And so when we were the first ones to bring the H100s at scale, we were the first ones to bring the H200s at scale, first ones with the GB200s, and now you've got the GB300s.

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

And one of the things that's amazing and really fascinating for us is people are using the bleeding edge GPUs to train models.

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

And one of the things that's amazing and really fascinating for us is people are using the bleeding edge GPUs to train models.

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

as the new architectures come out.

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

as the new architectures come out.

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

And then they take those GPUs and they move them into different experiments.