How CoreWeave Sees the Market for Compute Right Now
Episode publishedPodcast: Odd LotsOdd Lots
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Hello, and welcome to another episode of the Odd Lots podcast. I'm Jo Wiesenthal.
And I'm Tracy Allaway.
Tracy, I'm envisioning this future where, like, we have to do a state of the sort of AI inference market episode, like, once a month. You know? Like, where it's like things are moving so rapidly and there's so much change either in terms of what models are using or what they're being used for, etcetera, that in the same way we would do like, you know, the occasional regular stock market episode or whatever, we would just do, okay, What are we seeing right now in AI inference trends? Because it just feels like the moment we do an episode a few weeks later, it may be out of date.
We should just bite the bullet and do a weekly episode. Transform lots more into a market update on compute.
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