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Ethmos
From TMTB Podcast Intel · CRWV

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CoreWeave’s executives, already briefed.

Sign up and these are waiting. Each brief is written by Ethmos from the episode: what was said, what it means, and where to listen.

Oct 12 · ThursdAI - The top AI news from the past week

Chen Goldberg on ThursdAI - The top AI news from the past week

  • Forge unifies CoreWeave's training, inference, observability, mission control into one workflow
  • CoreWeave delayed Forge intentionally; real pain points emerged only last 12 months
Executive appearanceRead the brief →
Oct 2 · ThursdAI - The top AI news from the past week

Richard Ahlfeld on ThursdAI - The top AI news from the past week

  • Physical AI = models perceiving, reasoning, acting via vision-language-action models
  • CoreWeave builds custom data centers for physical-AI clients like Caterpillar: storage, CPUs, GPUs
Executive appearanceRead the brief →
Sep 30 · Squawk on the Street

Mike Intrator on Squawk on the Street

  • No reduction in orders despite data center regulations; infrastructure just relocates
  • Margins expanding faster than rising rates, boosting overall profitability vs year ago
Executive appearanceRead the brief →
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Ethmos briefs are AI-generated summaries of public podcast episodes. They may miss context or contain errors; verify before relying on them. Not affiliated with or endorsed by the shows, guests or companies discussed.