Michael Intrator

That's what our role is we do.

Yeah, look, you know, the way I kind of view it, my background really is within the commodity space, is that people are going to be very thoughtful about managing the cost of delivering infrastructure.

And some of that is going to come from the energy side.

It's going to be, hey, where can we get electrons that are effectively priced so that we can continue to drive our company?

But it's also going to come from places like CoreWeave, where our software and the yield on the compute that we build is just higher than other alternatives because of the quality of the software environment that we built.

And so you're seeing both sides of that coin really being driven and you're seeing the success of

of our infrastructure and the adoption of our infrastructure because of the part that we can impact.

And so we look at the different energy markets, we place our infrastructure in lots of different places in order to mitigate localized risks, such as what's happening in Europe at the moment.

But we really do think that the part that we can directly control is the quality of the infrastructure we deliver.

No, no, we have no intention of pulling back from the UK.

We are well positioned there.

We have, you know, a great relationship with the energy companies, with the data centers and, you know, with the broader economy over there.

And we absolutely will continue to build and expand our footprint in those jurisdictions.

Yeah, so we didn't really start it as a Neocloud and I was running an algorithmic hedge fund focused on natural gas and

Yeah, so we didn't really start it as a Neocloud and I was running an algorithmic hedge fund focused on natural gas and

when you build an algorithmic hedge fund, once the algorithms are built, you're really just monitoring it and testing different theses and doing all that.

when you build an algorithmic hedge fund, once the algorithms are built, you're really just monitoring it and testing different theses and doing all that.

But there's also a lot of downtime and we got super interested in crypto and

But there's also a lot of downtime and we got super interested in crypto and

you know, we're pretty nerdy, we kind of dig under the hood and we started to get interested in the security layer.