Glenn Hutchins

Lead Independent Director of the Board of CoreWeave; former co-founder of Silver Lake, Coreweave

Search every verified Glenn Hutchins interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Glenn Hutchins, the lead independent director of CoreWeave and a co-founder of Silver Lake, discussed the evolving AI landscape during a May 2026 appearance on The Information’s TITV. He characterized the renegotiated Microsoft-OpenAI agreement as a natural adaptation by pioneers to industry changes, noting that Microsoft now seeks access to multiple competitive models and that OpenAI has matured as an independent company. Hutchins described AI’s potential impact as a “massive tsunami” that will “transform the way we do almost everything in our economy,” adding that software companies—though the first to be affected—are merely a precursor to broader economic disruption. Hutchins also addressed investor practices and geopolitical dynamics. He warned that highly leveraged software balance sheets “with no cash shoes” represent a dangerous position, contrasting modern financing with earlier models. Regarding CoreWeave, he dismissed characterizations of circular financing, stating that the company’s roughly $20 billion in market-raise funds is a “small drop in a larger bucket” and not meaningfully supporting its spending. On U.S.-China competition, he said that “nothing is done now in the absence of a thinking about the superpower competition … expressed in this case at the technology level.”