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danielodievich • today at 4:27 AM • 2 replies • view on HN

Just last week I was on the call with a a techy architect from one of the major-major financial services companies, and he was discussing getting token capacity and his words on third best option was "we'd get it from Coreweave or whoever is still alive". So yeah, I am pretty sure that if that's the sentiment from software people at the major-major financial company, Coreweave is cooked.

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aurareturn • today at 7:55 AM

  So yeah, I am pretty sure that if that's the sentiment from software people at the major-major financial company, Coreweave is cooked.
The ironic thing is, your friend is still trying to get compute, which by all indications is still extremely scarce.

So there seems to be a huge mismatch: demand hasn't waned, but the narrative around AI has changed in the last month.

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maerF0x0 • today at 4:41 AM

Which is such a wild thing about our industry. These can be simultaneously true

- No one has available tokens/gpus/datacenter for sale at any price

- No one will lend people money to build it

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