In our last Sunday investor meeting (on 3/23/25), we did a deep dive analysis on CoreWeave, an interesting upcoming stock to IPO. To our surprise, there were quite a few fascinating insights that I believe can all make us better investors in AI one day. Let’s cover some of the insights below.
Immediately in the business overview section of the S1, we were impressed by the list of customers CoreWeave is already serving. Customers include Meta, Nvidia, OpenAI, Mistral, Cohere, etc. Big AI names like these are going to attract some heavy investors as we get closer to the IPO.
