Michael Intrator
speaker
665 appearances
5 recordings
4 series
first heard Nov 2025
last heard 10 Apr
Michael Intrator’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Apr 2026 with 2.
Appearances
And the Bugattis.
Our approach is to work with-
clients across the entire space to find opportunities that are really interesting companies that can fit into our contracting requirements where we're going to be able to go out and structure the debt that we require in order to go out and build infrastructure at this scale.
Yeah.
So CoreWeave is...
really been the innovator around a lot of the financing engines that have come to bear on this we did the first gpu-based uh loans um and like i think it's important or i'm going to try to explain this in a way people can understand so what we do is we go out and we find a client let's use microsoft you brought them up before right and microsoft comes to us and says we'd like to buy some computer and we say okay great we're going to sign a contract once i have a contract in hand
Then what I do is I create something, it's not a particularly creative name, it's called the box.
And what I do with the box is I take my contract with Microsoft and I put it in the box.
I go to Jensen and I buy the GPUs, I put it in the box.
I take my data center contract, I put it in the box.
And now the box governs cashflow.
And it has a waterfall of cashflow that comes into it and goes out of it.
And so the way it works is then I build the compute and then I deliver the compute to Microsoft and they pay the box.
They don't pay me.
It goes into the box.
And the first thing it does is it pays the data center.
It pays the power bill.
It pays the interest in the principal.
And then whatever's left flows back to us, right?
And so it is an incredibly well-structured, time-tested, pressure-tested vehicle to be able to borrow money against client paper and all of the other
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