@rohanpaul_ai: Gavin Baker ( @GavinSBaker ), a leading hedge-fund manager, on Neoclouds: "It's really hard to do well. A company like …
Summary
Hedge-fund manager Gavin Baker comments on Neoclouds, noting that CoreWeave's high GPU utilization allows it to charge a premium for GPU hours.
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Cached at: 07/14/26, 06:17 AM
Gavin Baker ( @GavinSBaker ), a leading hedge-fund manager, on Neoclouds: “It’s really hard to do well. A company like CoreWeave can charge a huge premium for their GPU hours is because their GPUs are utilized 2–3x than a bottom-of-the-barrel provider’s” https://t.co/jyhRiwfxPc
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