Monologue: High Noon for CoreWeave & AI

<p>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.</p> <p>Semafor: Microsoft chose not to exercise $12 billion Coreweave option</p> <p><a href="https://www.semafor.com/article/03/20/2025/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</a></p> <p>The Information: CoreWeave Faces Reality Check on Bullish Growth Forecasts <a href="https://www.theinformation.com/articles/coreweave-faces-reality-check-bullish-growth-forecasts?rc=kz8jh3">https://www.theinformation.com/articles/coreweave-faces-reality-check-bullish-growth-forecasts?rc=kz8jh3</a></p> <p>The Financial Times: CoreWeave tests investor risk appetite with $7.5bn in looming debt repayments</p> <p><a href="https://www.ft.com/content/163c6927-2032-4346-857e-8e3787e4babc">https://www.ft.com/content/163c6927-2032-4346-857e-8e3787e4babc</a></p> <p>Bloomberg: OpenAI Close to Finalizing Its $40 Billion SoftBank-Led Funding <a href="https://www.bloomberg.com/news/articles/2025-03-26/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</a></p> <p>My Newsletter: CoreWeave Is A Time Bomb</p> <p><a href="https://www.wheresyoured.at/core-incompetency/">https://www.wheresyoured.at/core-incompetency/</a></p> <p>---</p> <p>LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a></p> <p>Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a></p> <p>Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp;</p> <p>Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a></p> <p>Ed's Socials:</p> <p><a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a></p> <p><a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a></p> <p><a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a></p> <p><a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>