Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Jason Calacanis· Host0:00

I'm here at NVIDIA's annual GTC conference, and I'm gonna interview four amazing AI CEOs. Stick with us.

Aravind Srinivas· Guest0:07

I'm going all in.

Jason Calacanis· Host0:09

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Aravind Srinivas· Guest0:34

I'm going all in.

Jason Calacanis· Host0:37

One of the great companies of the AI era is, of course, CoreWeave. They're building massive infrastructure for these hyperscalers. And in some ways, Michael, uh, Intrator, welcome to the program. You're the original hyperscaler. You guys got in very early and secured your... I don't know which GPUs you wound up getting.

Michael Intrator· Guest0:57

Yeah.

Jason Calacanis· Host0:57

But you were very early to this trend. How did you get to it so early, and how did you build out this, you know, first, I guess at the time, Neocloud?

Michael Intrator· Guest1:07

Yeah. So w- we, we didn't really start it as a Neocloud.

Jason Calacanis· Host1:10

Yeah.

Michael Intrator· Guest1:10

And I, I, uh, I was, uh, running an algorithmic hedge fund, uh, focused on natural gas. And, uh, when, when you build an algorithmic hedge fund, um, once the algorithms are built, you're really just monitoring it and testing different, uh, thesises and doing all that, but there's also a lot of downtime. And we