EPISODE · Mar 8, 2025 · 24 MIN
CoreWeave IPO: A Future Giant or Just WeWork with GPUs?
from Run the Numbers · host CJ Gustafson
This is the CoreWeave IPO breakdown. I studied their S1 filing so you don’t have to.What we’ll cover:* What CoreWeave does* Their business model* Their financials* Key themes heading into IPO* Investors* Bull, Bear and Base cases for the stockThis is not investment advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
What this episode covers
This is the CoreWeave IPO breakdown. I studied their S1 filing so you don’t have to.What we’ll cover:* What CoreWeave does* Their business model* Their financials* Key themes heading into IPO* Investors* Bull, Bear and Base cases for the stockThis is not investment advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
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CoreWeave IPO: A Future Giant or Just WeWork with GPUs?
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