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CoreWeaveIndustry prediction

Power Analysis discusses CoreWeave: industry prediction

Source

Power AnalysisJul 3, 2026

Power Analysis

Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!

What was said

I always sort of thought they were in this awkward, messy mill position where they didn't actually control anything underneath them, which is why they went after Core Scientific and all this kind of stuff, and didn't succeed with that.

Quotes from the episode

  • “I always sort of thought they were in this awkward, messy mill position where they didn't actually control anything underneath them, which is why they went after Core Scientific and all this kind of stuff, and didn't succeed with that.”

    Eric JacksonPower Analysis

  • “But I think that there are still a lot of other names in the space, like the SpaceX's, that are really, really overpriced and that make me nervous. CoreWeave's another one of those.”

    Eric JacksonPower Analysis

Extracted by Autobound

From the Signal API record
Signal
Industry prediction

What this signalsWhat leaders say on podcasts often shows their current priorities.

Podcast
Power Analysis
Speaker
Eric Jackson
Speaker role
Third party
Event date
Jul 2026

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The full record

From the Signal API record

People

  • Eric JacksonSpeaker (third party)

Details

Timing
Ongoing state
Recorded at estimate
2026-07-03

Extraction

Detected
Aug 24, 2026
signal_type
podcast-company
signal_subtype
industryPrediction

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The API returns more than this page shows

This page shows a preview. The full podcast-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/63612804-7b21-5c29-9faf-34ce91db9203 returns this record as JSON. POST /v1/companies/enrich returns every signal for coreweave.com.

{
  "signal_id": "63612804-7b21-5c29-9faf-34ce91db9203",
  "signal_type": "podcast-company",
  "signal_subtype": "industryPrediction",
  "detected_at": "2026-08-24T10:25:19+00:00",
  "company": {
    "name": "CoreWeave",
    "domain": "coreweave.com"
  },
  "data": {
    "is_ad": false,
    "quotes": [
      "I always sort of thought they were in this awkward, messy mill position where they didn't actually control anything underneath them, which is why they went after Core Scientific and all this kind of stuff, and didn't succeed with that.",
      "But I think that there are still a lot of other names in the space, like the SpaceX's, that are really, really overpriced and that make me nervous. CoreWeave's another one of those."
    ],
    "timing": "ongoing_state",
    "speaker": "Eric Jackson",
    "evidence": "I always sort of thought they were in this awkward, messy mill position where they didn't actually control anything underneath them, which is why they went after Core Scientific and all this kind of stuff, and didn't succeed with that.",
    "headline": "CoreWeave · industryPrediction · ongoing_state (2026-07)",
    "episode_id": "57061545451",
    "event_date": "2026-07",
    "podcast_name": "Power Analysis",
    "published_at": "2026-07-03",
    "episode_title": "Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!",
    "date_confidence": "inferred",
    "speaker_relation": "third_party",
    "transcript_source": "transcript",
    "recorded_at_estimate": "2026-07-03"
  }
}

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