Coreweave IPO, AVRide & Digg is Back! | E2093
This Week in Startups
Jason Calacanis
4.4 • 1.3K Ratings
🗓️ 5 March 2025
⏱️ 69 minutes
🧾️ Download transcript
Summary
This Week in Startups is brought to you by…
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Today’s show: Jason and Alex cover CoreWeave’s filing for a $35 billion IPO after explosive revenue growth. But with 77% of its revenue coming from just two customers, is it built to last? Meanwhile, AVRide is bringing autonomous Hyundai robotaxis to Uber in Dallas, pushing the self-driving revolution forward as Waymo scales to 200,000 weekly rides. And finally, Digg is back! Kevin Rose and Alexis Ohanian are reviving the iconic social news platform, using AI-powered moderation to tackle Reddit’s biggest challenge. Tune in as Jason and Alex break it all down!
Timestamps:
(0:00) Episode teaser(1:34) Jason's South by Southwest appearances & All In fan meetups(4:17) Digg relaunch, history, and Kevin Rose's AI strategy(10:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(11:43) Jason’s involvement with Digg’s revival and lessons learned(15:02) Using Reddit for startup communities(20:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(22:07) Kevin Rose's journey and ketamine therapy(24:18) CoreWeave's public filing, clients, and revenue growth(29:52) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.(34:22) CoreWeave's potential acquisition and investor IRR(40:45) Using LLMs for financial analysis and political funding discussion(46:19) CoreWeave data centers and AV Ride partnership with Uber(50:18) Challenges in electric bikes and healthcare startups(53:10) Novo Nordisk's direct-to-consumer strategy with Wegovy(57:28) Future of healthcare and Brian Johnson's health regimen(1:05:52) Challenges and excitement in the autonomous vehicle industry
Links from episode:
Check out digg: https://digg.com/
Check out AVRide: https://www.avride.ai/robot
Check out the Mozi app: https://www.mozi.app/
Check out Nerd Crawler: https://www.nerdcrawler.com/
Check out article about Novo Nordisk and Wegovy: https://www.cnbc.com/2025/03/05/novo-nordisk-goes-direct-to-consumer-with-wegovy-what-it-means-for-obesity-rival-eli-lilly.html
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(10:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(20:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(29:52) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman
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Transcript
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| 0:00.0 | I want to talk just for a minute about CoreWeave filing to go public. |
| 0:03.4 | Jason, we've been talking about Neo Clouds, these GPU hyperscalers that are buying up, |
| 0:08.6 | you know, billions of dollars worth of gear. |
| 0:11.0 | It's a pretty interesting company. |
| 0:13.2 | You ever open an S1 and not know what you're going to see? |
| 0:16.1 | Because that's how this one is like a box of chocolates. |
| 0:18.6 | You never know what you're going to get. |
| 0:20.8 | Yeah. Well, let's talk about it. |
| 0:22.7 | So this, for those folks who are on the audio version, I'm going to pull up the income statement. |
| 0:27.4 | Jason, you and I love an income statement. |
| 0:29.4 | But I just want to say that CoreWeeds revenue grew from a little bit under 16 million in 2022 |
| 0:36.0 | to nearly 230 million in 2022 to nearly |
| 0:37.7 | 230 million in |
| 0:39.5 | 2003 to |
| 0:41.6 | more than, yeah, exactly, |
| 0:43.3 | more than 1.9 billion last year. |
| 0:47.8 | This weekend startups is brought to you by |
| 0:50.0 | Northwest Registered Agent. Starting your business |
| 0:53.1 | should be simple. With Northwest Registered Agent, you your business should be simple. |
| 0:58.8 | With Northwest Registered Agent, you can form your entire business identity in just 10 clicks and 10 minutes. |
| 1:03.0 | From LLCs to trademarks, domains to custom websites they've got you covered. |
| 1:05.4 | Get more privacy, more options, and more done. |
... |
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