Erik says CoreWeave and other large neoclouds are financially sophisticated in fundraising and using GPUs as collateral for loans.

“But I think that's been kind of a fascinating thing to see with these neo clouds and especially, like, CoreWeave and, and those big ones, um, been very, very savvy with, you know, how they raise money and, you know, how to, you know, think about GPU as collateral for loans and all these things.”