“CoreWeave can't go bankrupt… each box independent of the next, not a great poly market.”
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Said on All-In with Chamath, Jason, Sacks & Friedberg
“‘Gartner report saying 80 percent of these independent operators will go bankrupt… you’ll see a huge wave of bankruptcies.’”
Dan Niles · Closing Bell · Closing Bell Overtime: 10/15/26
Play from 6:06
6:06
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What was described
Predict that 80% of independent neocloud operators will go bankrupt as AI compute rationalizes
80%
Said nearby on the same subject
“I'm going to earn your trust. This is what I predict will happen. If my prediction comes true, then I get the right to go towards this vision.”
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Said on The Jasmine Star Show
“All refineries in India are operating at 100% or more capacity utilization. Reliance refinery ... can sometimes go even as high as 115, 120%”
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Said on The Core Report
“If you're a neocloud, you can buy the GPUs, deploy them, sell a strip of GPU futures, and then just sell on-demand compute…sell six month contracts…post a big percentage upfront”
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Said on Odd Lots
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