Smart Humans: Pre-IPO Briefing on CoreWeave with Sacra's Jan-Erik Asplund

Recorded 3/18/25Vincent founder Slava Rubin and Sacra's Jan-Erik Asplund break down CoreWeave, the AI infrastructure powerhouse about to IPO at a $35B valuation. They discuss that upcoming IPO, the competitive landscape, and CoreWeave’s future prospects. They also analyze the company's rapid growth, its relationship with NVIDIA and its unique market position.‍Since the discussion CoreWeave has gone public and seen its share price rise by 160% as of August 4.