3/9/25 Benchmarks for Operators
This is an interesting development for CoreWeave. It will be fascinating to see how their public offering impacts the AI cloud computing landscape.
Don't sleep on my boy $nbis as an ai hyperscaler...but I like coreweave.
somehow I cannot track the 15B long term lease liability you mentioned in the article. Was that in S1? thank you
Yes it’s mentioned in the S1
Nice, we calculated the pre and post ipo founder share, very interesting financial gymnastics here https://open.substack.com/pub/procurefyi/p/coreweaves-s-1-is-finally-here-ais?r=223ajc&selection=94090899-1ea4-4e3c-af8d-9570f8d686ab&utm_campaign=post-share-selection&utm_medium=web
This is an excellent write up
Thank you! Feel free to repost our articles. :)
This is an interesting development for CoreWeave. It will be fascinating to see how their public offering impacts the AI cloud computing landscape.
Don't sleep on my boy $nbis as an ai hyperscaler...but I like coreweave.
somehow I cannot track the 15B long term lease liability you mentioned in the article. Was that in S1? thank you
Yes it’s mentioned in the S1
Nice, we calculated the pre and post ipo founder share, very interesting financial gymnastics here https://open.substack.com/pub/procurefyi/p/coreweaves-s-1-is-finally-here-ais?r=223ajc&selection=94090899-1ea4-4e3c-af8d-9570f8d686ab&utm_campaign=post-share-selection&utm_medium=web
This is an excellent write up
Thank you! Feel free to repost our articles. :)