Crossroads Capital PM and Founder, Ryan O'Connor, joins Monitoring the Situation for a discussion of the key differences between Nebius and CoreWeave, the leading publicly listed "neoclouds."
In a world where performance comparisons are made not only annually and quarterly but even monthly and daily, it is more crucial than ever to take the long view. In order to avoid a mismatch between the time horizon of the investments and that of the investors, one's clients must share this orientation. Ours do. - Seth Klarman
