Monologue: High Noon for CoreWeave & AI

Better Offline

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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

https://www.semafor.com/article/03/20/2025/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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