| From: Paul H. Christiansen | 3/21/2025 10:01:55 AM | | | | | | CoreWeave is scheduled to have it's IPO some time next week - March 24 to March 28.
Unless you're a PhD in Computer Science, reading through the company's S-1 represents a significant challenge if you're trying to assess the investment merits of CRWV.
However, tucked away in the back of the narrative for CRWV's Business Overview is the following quote:
"Our recent raise of $7.6 Billion in committed GPU infrastructure-backed debt led by Blackstone and Magnetar represents one of the largest private debt financings in history and signals the confidence that debt investors have in funding our company to build and scale the next generation AI cloud."
That compelling imprimatur is a sufficient reason for me to add CRWV to my EGS Model Portfolio as of the IPO initial offering price. |
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| From: Paul H. Christiansen | 3/27/2025 10:43:28 AM | | | | | | There has been considerable doubt in today's markets regarding the wisdom of spending hundreds of billions of dollars on data centers and AI. Specifically, that doubt centers around the potential ROI from those prodigious investments.
The following HBR article helped me to dispel those doubts and has provided me with a more optimistic perspective.
2025-03-26 - Strategy in an Era of Abundant Expertise - HBR
(The following paragraphs have been excerpted from the above article.)
AI is changing the cost and availability of expertise, and that will fundamentally alter how businesses organize and compete. At its most basic level a business can be considered a differentiated bundle of expertise organized to accomplish specific tasks.
Remaining on the frontier of expertise in important areas is critical to any company’s success. Technological progress creates two fundamental forces that complicate that challenge.
First, the overall body of expertise in the world is constantly expanding, making it harder to stay at the leading edge in every relevant area.
Second, the cost of accessing expertise is constantly falling. Although that can benefit existing companies, it can also lower the barriers for new entrants.
We believe that the interplay between these two factors—the increasing amount of expertise required to create value and the decreasing cost of accessing that expertise—shapes companies and affects the scope of their operations.
We are at an early stage in the AI era, and the technology is evolving extremely quickly. Providers are rapidly introducing AI “copilots,” “bots,” and “assistants” into applications to augment employees’ workflows.
Companies that take advantage of AI will benefit from what we call the triple product: more-efficient operations, more-productive workforces, and growth with a sharper vision and focus. |
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| To: Paul H. Christiansen who wrote (1068) | 4/4/2025 2:13:38 PM | | From: Fredman | | | | | I bought into Roku several years ago, after I went into an electronics store and saw that damned near every TV had on it 'Roku Equipped' signage, got home, and saw ROK was about $14 a share. |
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