Monologue: High Noon for CoreWeave & AI
Description
In this week's monologue, Ed Zitron walks you through the wretched vibes surrounding CoreWeave's IPO and OpenAI's new funding, and the brittle state of the finances holding everything together.
Semafor: Microsoft chose not to exercise $12 billion Coreweave option
The Information: CoreWeave Faces Reality Check on Bullish Growth Forecasts https://www.theinformation.com/articles/coreweave-faces-reality-check-bullish-growth-forecasts?rc=kz8jh3
The Financial Times: CoreWeave tests investor risk appetite with $7.5bn in looming debt repayments
https://www.ft.com/content/163c6927-2032-4346-857e-8e3787e4babc
Bloomberg: OpenAI Close to Finalizing Its $40 Billion SoftBank-Led Funding https://www.bloomberg.com/news/articles/2025-03-26/openai-close-to-finalizing-its-40-billion-softbank-led-funding
My Newsletter: CoreWeave Is A Time Bomb
https://www.wheresyoured.at/core-incompetency/
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