Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 23 March 2026
⏱️ 98 minutes
🧾️ Download transcript
Summary
(0:00) Intro live from Nvidia GTC
(0:37) CoreWeave CEO, Michael Intrator
(32:58) Perplexity CEO, Aravind Srinivas
(1:07:11) Mistral CEO, Arthur Mensch
(1:18:57) IREN CEO, Daniel Roberts
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Transcript
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| 0:00.0 | I'm here at NVIDIA's annual GTC conference, and I'm going to interview four amazing AI |
| 0:06.1 | CEOs. Stick with us. |
| 0:07.5 | I'm going all in. |
| 0:14.8 | Our episode is sponsored by the New York Stock Exchange. |
| 0:18.3 | Are you looking to change the world and raise capital? |
| 0:21.9 | Do it at the NYSE. The NYSE is a modern marketplace and a massive platform built for scale and long-term impact. |
| 0:30.2 | So if you're building for the future, the NYSE is where it happens. |
| 0:37.1 | One of the great companies of the AI era is, of course, Corweave. |
| 0:41.4 | They're building massive infrastructure for these hyperscalers. |
| 0:44.4 | And in some ways, Michael, in Trader, welcome to the program. |
| 0:47.8 | You're the original hyperscaler. |
| 0:50.3 | You guys got in very early and secured your, I don't know, which GPUs you hound up getting. |
| 0:57.4 | You were very early to this trend. |
| 1:00.2 | How did you get to it so early? |
| 1:02.9 | And how did you build out this first, I guess at the time, Neo Cloud? |
| 1:07.6 | Yeah. |
| 1:08.0 | So we didn't really start it as a Neocloud. |
| 1:10.3 | And I was running an algorithmic hedge fund focused on natural gas. |
| 1:16.6 | And when you build an algorithmic hedge fund, once the algorithms are built, you're really just monitoring it and testing different pieces and doing all that. |
| 1:27.9 | But there's also a lot of downtime. |
| 1:29.7 | And we got super interested in crypto. |
| 1:33.5 | And we're pretty nerdy. |
... |
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