CoreWeave was the first big tech IPO to happen during the current AI craze on Wall Street. An opportunity for private investors?
Doesn’t sound like they have much of a moat in the long term unless GPU consistently exceeds supply. Kind of reminds me of ZIM back in 2020/2021
💯
Doesn’t sound like they have much of a moat in the long term unless GPU consistently exceeds supply. Kind of reminds me of ZIM back in 2020/2021
💯