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  1. RAISE Summit18 min

    Mike Mattacola, CBO of CoreWeave: Building the Next Generation of Cloud in Europe

    Mike Mattacola, Michael

    CoreWeave announced an all-stock acquisition of Core Scientific to secure over 1.3 gigawatts of U.S. power capacity, while its revenue surged from $15.8 million to nearly $2 billion driven by strategic partnerships with major AI firms like Mistral and NVIDIA. The company is aggressively expanding European infrastructure with €1 billion in investments across six data centers and a seventh pipeline, utilizing a global supply chain strategy to mitigate local capital and talent shortages. Looking ahead, CoreWeave aims to lead industry consolidation by focusing on rapid capacity deployment and talent acquisition rather than active mergers, positioning its Blackwell and future Rubin hardware to support the next generation of high-performance computing.

  2. RAISE Summit18 min

    CoreWeave @ RAISE 2025: Building the Next Generation of Cloud in Europe

    Michael

    CoreWeave announced a strategic all-stock acquisition of Core Scientific to secure 1.3 gigawatts of U.S. power capacity, a move designed to accelerate AI cluster deployment and eliminate intermediary costs. Following its rapid pivot from crypto to artificial intelligence, the company recently completed an innovative IPO and is aggressively expanding its European footprint with $2.2 billion in committed capital and plans to deploy next-generation Blackwell and Rubin Next architectures. This growth trajectory positions CoreWeave to address global power bottlenecks while advising the market that future consolidation will be driven primarily by talent migration rather than traditional mergers.

  3. Y Combinator18 min

    How To NOT Get Screwed As A Software Engineer

    Dalton, Michael

    This discussion identifies systemic equity imbalances and decision-making exclusion that frequently exploit technical co-founders, lead engineers, and early employees in startup environments. The speakers provide a diagnostic framework to distinguish between healthy risk-reward trade-offs and exploitative "bad patterns," such as the 90/10 founder split or the marginalization of technical staff from strategic planning. By advocating for direct negotiation of ownership and shared accountability, the presentation empowers technical professionals to align their compensation and influence with the actual value of their contributions.

  4. Y Combinator12 min

    The Secret That Silicon Valley's Top Investors All Share

    Dalton, Michael

    Top-tier venture capital firms frequently contradict their public criticism of the Y Combinator program by deploying significant capital into its portfolio, a behavior driven by YC's role as an efficient pre-selection filter that solves the sourcing and validation problems inherent in early-stage investing. Despite claims of preferring to "farm their own" deals, investors like Andreessen Horowitz and Sequoia Capital rely on the accelerator to transform thousands of applications into viable, data-rich companies while navigating operational constraints that limit their ability to source raw deals directly. This dynamic creates friction as investors complain about YC's parallel meeting models and inflated post-Demo Day valuations, yet ultimately prioritize these firms' actual investment patterns over their vocal marketing narratives when evaluating market reality.

  5. Goldman Sachs11 min

    Talks at GS – Julia Steyn: Car Sharing and the Future of Auto

    Julia Steyn, Michael

    GM is pivoting from a traditional manufacturing model to a service-oriented strategy through its Maven brand, which targets younger urban demographics with integrated car-sharing and rideshare solutions. CEO Mary Barra oversees this multi-billion dollar investment in artificial intelligence, autonomous technology, and electric vehicles to address the mismatch between slow automotive engineering cycles and rapid consumer tech adoption. The initiative aims to secure lifetime customer value by adapting to shifting urban habits while acknowledging that personal vehicle ownership will persist in rural markets.