Monologue: High Noon for CoreWeave & AI

Better Offline

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/

---

LINKS: https://www.tinyurl.com/betterofflinelinks

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

https://bsky.app/profile/edzitron.com

https://www.threads.net/@edzitron

See omnystudio.com/listener for privacy information.

More 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

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/

---

LINKS: https://www.tinyurl.com/betterofflinelinks

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

https://bsky.app/profile/edzitron.com

https://www.threads.net/@edzitron

See omnystudio.com/listener for privacy information.

2025-03-28 13 min Transcript

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