Monologue: High Noon for CoreWeave & AI - Better Offline | iHeart
In this week's monologue, we delve into the tumultuous landscape surrounding the IPO of CoreWeave and the latest funding developments at OpenAI, shedding light on the precarious financial situation that underpins these entities.
Sources:
Semafor: Microsoft decided against exercising the $12 billion CoreWeave option.
The Information: CoreWeave confronts a reality check regarding optimistic growth forecasts.
The Financial Times: CoreWeave puts investor risk tolerance to the test with $7.5 billion in imminent debt repayments.
Bloomberg: OpenAI nears the finalization of its $40 billion SoftBank-led funding.
My Newsletter: CoreWeave Is A Time Bomb
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