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  "created_at": "2026-09-04T13:00:17.331Z",
  "updated_at": "2026-09-04T13:25:28.608Z",
  "title": "The hyperscaler nobody expected to emerge",
  "description": "Open source infrastructure, bare metal, and Kubernetes maturity created the perfect storm. CoreWeave is now competing with AWS in AI training—something experts thought impossible just years ago. What changed?",
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    "transcript": "Right. That aligns with the hyperscalers. Almost the perfect storm for a core weave to emerge because you have a lot of open stack, open source stuff available. \n\nThere's a lot of bare metal, a lot of kind of core principles, but you bundle in kind of cloud native maturization of Kubernetes. \n\nYeah. And all those, the work of the Linux Foundation, which that... It was a beautiful model, let the thousand flowers bloom, let the best win. \n\nYou now have all the ingredients for CoreWeave to saying, hey, I can compete with AWS in this very narrow growing space called AI training inference. \n\nIf you asked me in 2015, would there be another AWS? I probably would have said, I don't ever think there'll be another hyperscaler.",
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    "summary": "Open source infrastructure, bare metal, and Kubernetes maturity created the perfect storm. CoreWeave is now competing with AWS in AI training—something experts thought impossible just years ago. What changed?",
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    "source_links": [
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        "label": "Can Anyone Actually Compete With AWS?",
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    "name": "Alec Furrier",
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