Neoclouds can't just lease GPUs. They need to own the full agent inference platform: open-weight models (SGLang), fine-tuned models (Miles, ...

Talked to Michael from Coreweave about debt six months ago: 18:18–23:43: Jason asks about CoreWeave’s debt; Michael answers (cleaned of fi...

$CRWV?

Investors lent $1.25 billion to the company that runs AI computers for Microsoft and OpenAI. Four months later, they're down about $230 mill...

The current drop in Coreweave stock so far seems pretty normal for them... it's a high variance stock. https://t.co/Mw23ZMOhu8 https://t.co/...