Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
- Mar 23, 2026
- 1:37:39
- Full Episode
(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts
Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - nyse.com
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Brief Summary
AI CEOs discuss infrastructure, model training, and industry trends at Nvidia's GTC conference.
Key points
- CoreWeave's Journey. From crypto mining to AI infrastructure, CoreWeave has evolved to meet growing demands.
- The Value of GPUs. A discussion on the longevity and value of GPUs in the fast-paced tech industry.
- The Box Concept. A unique financial structure called 'the box' governs cash flow and risk management.
- Demand for AI Services. The relentless demand for AI services overwhelms global compute capacity.
- AI's Future Potential. AI is lowering barriers to creativity, enabling unprecedented innovation.
- Consumer and Corporate Growth. Perplexity is experiencing rapid growth in both consumer and corporate sectors, with tens of millions of users and thousands of companies engaged.
Episode highlights
- CoreWeave's JourneyFrom crypto mining to AI infrastructure, CoreWeave has evolved to meet growing demands.“We began the company in 2017, focused on deploying our computing power.”2:12Mar 23, 2026
- The Value of GPUsA discussion on the longevity and value of GPUs in the fast-paced tech industry.“Our average contract is 5 years; GPUs don’t become obsolete in 16 months.”11:15Mar 23, 2026
- The Box ConceptA unique financial structure called 'the box' governs cash flow and risk management.“It's called the box. Yeah.”19:21Mar 23, 2026
- Demand for AI ServicesThe relentless demand for AI services overwhelms global compute capacity.“The depth of the demand for the service we provide has been relentless.”24:18Mar 23, 2026
- AI's Future PotentialAI is lowering barriers to creativity, enabling unprecedented innovation.“You’re bringing the minds of 8 billion people a tool that allows them to overcome what was insurmountable.”32:45Mar 23, 2026
- Consumer and Corporate GrowthPerplexity is experiencing rapid growth in both consumer and corporate sectors, with tens of millions of users and thousands of companies engaged.“Several tens of millions.”45:01Mar 23, 2026
- AI's Impact on BusinessAI tools are transforming how businesses operate, enabling solo entrepreneurs to thrive.“AI is going to create this one person $1 billion company.”57:48Mar 23, 2026
- Job Displacement vs. OpportunityThe rise of AI tools may displace jobs, but also opens new entrepreneurial opportunities.“A lot of people are going to lose their jobs really fast.”1:00:36Mar 23, 2026
