March 23 2026 (from NotebookLM) Interview 1: Michael Intrader (CEO of CoreWeave) Company Background: CoreWeave didn’t start as an AI cloud company. They started in 2017 as an algorithmic natural gas hedge fund, pivoted to crypto mining (Ethereum) using GPUs, and then moved up the complexity stack to CGI rendering and medical research. The Pivot to AI: In 2020/2021, they bought A100 GPUs and donated them to a volunteer open-source project called EleutherAI. When those researchers went back to their day jobs, they demanded CoreWeave's infrastructure, which launched their AI training business. Their first large commercial client was Inflection. Where They Sit: CoreWeave operates "above the Nvidia GPUs but below the models," focusing solely on the infrastructure and software integration needed for purpose-built AI clouds. Thinks of Inference as monetization of the training of the model The "Box" Financing Model (Important Concept): Intrader explained how...
March 22 2026 (from notebookLM) Intro Matt Mahan is the current Mayor of San Jose and is running for Governor of California. He grew up in a working-class family in Watsonville, went to college on a work-study scholarship, and spent a decade in the tech sector building civic tools like Causes and Brigade. He decided to run for local office after knocking on 10,000 doors and hearing voters complain about paying high property taxes without seeing basic services delivered. State Spending, Dysfunction, and Accountability California has increased state government spending by 75% ($150 billion) over six years, but outcomes have remained flat or worsened. Mahan points to the state's high-speed rail project as a prime example of a lack of accountability, noting that $14 billion has been spent over 20 years on consultants, lawyers, and environmental reviews without delivering a product. While there is outright fraud—such as $30 billion in fraudulent pandemic unemployment claims—...