One of the most respected investors in tech just made the bull case for neoclouds and it points directly at why Nebius i…
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-19
Milk Road AI argues that investor Gavin Baker's bull case for neoclouds positions Nebius as a stronger investment than CoreWeave by directly addressing the core skeptic question about neocloud business viability.
Appears in
Extraction
Topics: neocloudsai-infrastructure-investingnebiuscoreweave
Claims
- Gavin Baker, described as one of the most respected tech investors, has publicly made the bull case for neoclouds.
- Nebius is positioned as a better investment than CoreWeave under Baker's analytical framework.
- The central skeptic question about neoclouds—whether they are viable long-term businesses—has been directly addressed by Baker's thesis.
Key quotes
One of the most respected investors in tech just made the bull case for neoclouds and it points directly at why Nebius is the better bet than CoreWeave right now (Save this).