What does CoreWeave’s IPO say about the market?
An unusual company enters an unusual investing environment
Unhedged · Financial Times & Pushkin Industries
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Show Notes
CoreWeave’s IPO is one of the odder tech plays to come along in a few years. It buys chips from Nvidia, and rents them out, mainly to Microsoft, but also to Nvidia. Today on the show, Rob Armstrong gets into the cloud computing company's business with Lex editor John Foley and the FT’s corporate finance editor Rob Smith. Also they go long Ferraris and short car tariffs.
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Read a transcript of this episode on FT.com
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