CoreWeaveCRWV
CoreWeave on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
Ad reads
“Support for the show comes from Cororeweave. AI isn't just a new tool... Coreweave is the essential cloud for AI. Ready for anything, ready for AI. To learn more about how Coree powers the world's best AI, go to corweave.com/ ready for anything.”
▶ Hear it“Coreweave is at the center powering some of the biggest names in AI. As the essential cloud for AI, Coree provides an AI platform that combines next generation infrastructure, intelligent tools, and expert support.”
▶ Hear itWhat hosts are saying
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In their words
“There's a bit of a doom loop going on in markets right now and it pretty much all has to do with some of the uncertainty that comes around Coreweave and Core's debt. Coreweave has more problems than just the fact that they're heavily exposed to training. They have a balance sheet problem.”
Host discusses Coreweave's severe financial problems including balance sheet issues, debt concerns, and declining stock price amid market shifts away from their business model.
▶ Hear it“COREWEAVE DROPPED THIS WEEK. CONSIDERED ONE OF THE RISKIEST STOCKS AND AI TRADE BECAUSE OF ITS RELIANCE ON HIGH-YIELD DEBT TO FINANCE ITS DATA CENTERS”
Described as one of the riskiest AI stocks due to reliance on high-yield debt and concerns about the company's financial structure.
▶ Hear it“is there some sort of execution problem with coreweave? the market has discounted them by 20%. They're in distress territory. That has brought the implied coupon of those bonds from 9.6% to around 15%.”
Discussion of CoreWeave's distressed debt situation with bonds repriced at 20% discount and implied coupon rising from 9.6% to 15%.
▶ Hear itThe full picture
A weekly email with where each one advertised and what hosts said about them. Free.