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

Better Offline

Cool Zone Media and iHeartPodcasts

Monologue: High Noon for CoreWeave & AI

MAR 28, 202513 MIN
Better Offline

Monologue: High Noon for CoreWeave & AI

MAR 28, 202513 MIN

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/

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

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

See omnystudio.com/listener for privacy information.