FSD: AI Workers and CoreWeave

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-10-23

From the 42nd floor of the Transamerica building in San Francisco, after Money 2020, Ram shares what he learned comparing notes with venture investors: most teams still use AI agents for tasks, and very few have AI workers that own whole workflows. He looks at where token demand is heading and the questions around the frontier labs' spending, why the AI private markets feel expensive and crowded to him, and the choice he thinks Anthropic faces: compete with software companies, or be part of every company's stack. Then his take on CoreWeave and the neoclouds: a...