Brannin Mcbee

Co-Founder & Chief Development Officer, Coreweave

Search every verified Brannin Mcbee interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Brannin McBee, co-founder and chief development officer of CoreWeave, discussed the company's business model and market position in two recent interviews. On the Schwab Network, he addressed CoreWeave's quarterly earnings, which showed revenue of $2.58 billion, more than double year over year, and a backlog exceeding $100 billion. He attributed the results to operating leverage from scale and said the company raised its full-year guidance to between $12.4 billion and $13.2 billion. McBee also discussed the company's expansion into new regions, including Europe and APAC, and described CoreWeave's competitive advantage as having "the best technology solution in market," citing its focus on delivering AI infrastructure. He stated that state and local opposition to data centers does not change the demand profile for AI, though it may shift where facilities are built. In a separate interview on The Rundown, McBee addressed market concerns about GPU demand and financing. He said CoreWeave's compute is effectively sold out through 2027 and that older-generation GPUs like the A100 are retaining value longer than expected because clients are requesting them for efficiency reasons. He discussed the company's use of take-or-pay contracts and self-amortizing debt, with most debt held at the asset level, and said the company's cost of capital has contracted from SOFR plus 850 basis points to SOFR plus 225. McBee also said the economic driver of AI is inference, which he described as a "straight line up" in demand, and argued that customers like Caterpillar are leaving hyperscalers for CoreWeave.