This tweet appeared under this Techmeme headline:
Jason Mikula / @mikulaja:
We can all agree that CoreWeave is the WeWork of the AI bubble, right?
Jason Mikula / @mikulaja:
We can all agree that CoreWeave is the WeWork of the AI bubble, right?
December 16, 2025 at 2:17 PM
This tweet appeared under this Techmeme headline:
Jason Mikula / @mikulaja:
We can all agree that CoreWeave is the WeWork of the AI bubble, right?
Jason Mikula / @mikulaja:
We can all agree that CoreWeave is the WeWork of the AI bubble, right?
OK but CoreWeave is a sham company selling something they can't deliver so it's easy to see how oh fuck right, nevermind.
"CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks."
Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who predicted Enron's collapse.
Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who predicted Enron's collapse.
Exclusive | CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears
The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays.
www.wsj.com
December 16, 2025 at 2:06 PM
OK but CoreWeave is a sham company selling something they can't deliver so it's easy to see how oh fuck right, nevermind.
6. CoreWeave delivers a specialized cloud platform built for AI workloads, giving you access to top NVIDIA GPUs, fast storage, and high-speed networking without the hassle of managing hardware yourself.
agentspointee.com/listing/core...
agentspointee.com/listing/core...
CoreWeave
Supercharge Your AI with Instant GPU Power!
agentspointee.com
December 16, 2025 at 1:51 PM
6. CoreWeave delivers a specialized cloud platform built for AI workloads, giving you access to top NVIDIA GPUs, fast storage, and high-speed networking without the hassle of managing hardware yourself.
agentspointee.com/listing/core...
agentspointee.com/listing/core...
![Emoji Legend
💨x# | "Increased Trending Rate" for a Word (meaningful value; "💨x8 - burger" will mean "burger" is trending at 8 times its own normal rate for this time of day)
🔓 | "Unlocked" Ongoing Emergency Word (such words are not weighted down by their own previous usage; their *ongoing* increased usage--weeks, months, years--would otherwise move them down the list.)
[PREVIOUSLY USED]
⚠️💨# | "Trend Strength Rating"
⚠️🌀💨 | "Trend Strength Rating" (see above)
⚠️🌀 CAT. # | [same; "CAT." = Category, like hurricane]
💬# | 10min Post Count
🆎# | 10min Word Count
🙂# | 10min Emoji Count](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:mcb6n67plnrlx4lg35natk2b/bafkreigp6bgag3jzkool6uxrujpcrwtn6zkd7cbfrmevhaxaqhhewgolmu@jpeg)
Bluesky's Top 10 Trending Words (past 60min):
💨x1* - ukraine 🔓
💨x144 - 1﹐641
💨x1* - epstein 🔓
💨x1* - gaza 🔓
💨x1* - democracy 🔓
💨x54 - gaston
💨x41 - 2025-12-16
💨x33 - desembargador
💨x32 - 12/16/2025
💨x31 - waterbed
*🔓 = Unlocked Emergency Words (see img)
#ListenToBlackVoices
(Something not right?
![Emoji Legend
💨x# | "Increased Trending Rate" for a Word (meaningful value; "💨x8 - burger" will mean "burger" is trending at 8 times its own normal rate for this time of day)
🔓 | "Unlocked" Ongoing Emergency Word (such words are not weighted down by their own previous usage; their *ongoing* increased usage--weeks, months, years--would otherwise move them down the list.)
[PREVIOUSLY USED]
⚠️💨# | "Trend Strength Rating"
⚠️🌀💨 | "Trend Strength Rating" (see above)
⚠️🌀 CAT. # | [same; "CAT." = Category, like hurricane]
💬# | 10min Post Count
🆎# | 10min Word Count
🙂# | 10min Emoji Count](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:k43ha6nlknmdw4owymqnvcat/bafkreigp6bgag3jzkool6uxrujpcrwtn6zkd7cbfrmevhaxaqhhewgolmu@jpeg)
December 16, 2025 at 1:08 PM
Bluesky's Top 10 Trending Words (past 60min):
💨x1* - ukraine 🔓
💨x144 - 1﹐641
💨x1* - epstein 🔓
💨x1* - gaza 🔓
💨x1* - democracy 🔓
💨x54 - gaston
💨x41 - 2025-12-16
💨x33 - desembargador
💨x32 - 12/16/2025
💨x31 - waterbed
*🔓 = Unlocked Emergency Words (see img)
#ListenToBlackVoices
(Something not right?
CoreWeave is under contract to build *hundreds of billions of dollars* worth of computing power for AI companies, but it's on the verge of collapse because of construction woes & unforgivably huge fuckups like a failed acquisition. if it collapses, there are gonna be huge, market-wide consequences.
Exclusive | CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears
The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays.
www.wsj.com
December 16, 2025 at 1:06 PM
CoreWeave is under contract to build *hundreds of billions of dollars* worth of computing power for AI companies, but it's on the verge of collapse because of construction woes & unforgivably huge fuckups like a failed acquisition. if it collapses, there are gonna be huge, market-wide consequences.
This is how these collapses happen, they’re like a slow motion car crash to us Homo sapiens: I think Coreweave goes, then Lambda and all the “neoclouds,” then we’ll see Masa have trouble funding OpenAI and likely the leak of some OpenAI financials (they’re only generating like ~$4B/yr).
December 16, 2025 at 12:54 PM
This is how these collapses happen, they’re like a slow motion car crash to us Homo sapiens: I think Coreweave goes, then Lambda and all the “neoclouds,” then we’ll see Masa have trouble funding OpenAI and likely the leak of some OpenAI financials (they’re only generating like ~$4B/yr).
Agreed that Coreweave is going to probably be the real starter pistol -- though I'm thinking about the financial crisis when Sterns went down and how the market shambled along for another 4 months because Chase "bought" it to make everything look okay. Not sure if that happens here.
December 16, 2025 at 12:47 PM
Agreed that Coreweave is going to probably be the real starter pistol -- though I'm thinking about the financial crisis when Sterns went down and how the market shambled along for another 4 months because Chase "bought" it to make everything look okay. Not sure if that happens here.
"Gil Luria, an analyst with D.A. Davidson, said that CoreWeave has the “ugliest balance sheet in technology, by far.” Luria argues that CoreWeave’s operating margins of about 4% are less than half of what the company pays in interest on most of the debt it uses"
Is this good, they ask rhetorically?
Is this good, they ask rhetorically?
December 16, 2025 at 12:47 PM
"Gil Luria, an analyst with D.A. Davidson, said that CoreWeave has the “ugliest balance sheet in technology, by far.” Luria argues that CoreWeave’s operating margins of about 4% are less than half of what the company pays in interest on most of the debt it uses"
Is this good, they ask rhetorically?
Is this good, they ask rhetorically?
Coreweave will precipitate a crisis if/when it fails.
Zitron can’t find where all these millions of GPUs Nvidia has sold even are, as they’re not installed and doing inference. Which means they’re sitting, unused, in warehouses.
Zitron can’t find where all these millions of GPUs Nvidia has sold even are, as they’re not installed and doing inference. Which means they’re sitting, unused, in warehouses.
December 16, 2025 at 12:44 PM
Coreweave will precipitate a crisis if/when it fails.
Zitron can’t find where all these millions of GPUs Nvidia has sold even are, as they’re not installed and doing inference. Which means they’re sitting, unused, in warehouses.
Zitron can’t find where all these millions of GPUs Nvidia has sold even are, as they’re not installed and doing inference. Which means they’re sitting, unused, in warehouses.
Indeed. And we're probably a story beat away from something like it buckling and all these guys saying, "Oh, well, Coreweave was a mess, but the industry is fine!" with more circular deals to prove how Totally Fine everyone else is and that they're Not Worried About Anything.
December 16, 2025 at 12:37 PM
Indeed. And we're probably a story beat away from something like it buckling and all these guys saying, "Oh, well, Coreweave was a mess, but the industry is fine!" with more circular deals to prove how Totally Fine everyone else is and that they're Not Worried About Anything.
Har tittat på CoreWeave under året,i början tyckte jag de hade en fantastisk affärsmodell men tror att den är lite skakig speciellt nu om det skakar till ordentligt i AI sektorn. Inget köp från min sida #finanstwitter
December 16, 2025 at 12:37 PM
Har tittat på CoreWeave under året,i början tyckte jag de hade en fantastisk affärsmodell men tror att den är lite skakig speciellt nu om det skakar till ordentligt i AI sektorn. Inget köp från min sida #finanstwitter
The most shocking thing lately is how everyone is just pretending. We’re in a sort of vortex of delusion and make believe and it’s only in a situation like this that a co. like Coreweave could ever exist.
December 16, 2025 at 12:35 PM
The most shocking thing lately is how everyone is just pretending. We’re in a sort of vortex of delusion and make believe and it’s only in a situation like this that a co. like Coreweave could ever exist.
CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks. https://www.wsj.com/tech/ai/coreweave-stock-market-ai-bubble-a3c8c321
December 16, 2025 at 12:32 PM
CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks. https://www.wsj.com/tech/ai/coreweave-stock-market-ai-bubble-a3c8c321
CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks.
Exclusive | CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears
The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays.
www.wsj.com
December 16, 2025 at 12:30 PM
CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks.
CoreWeave sounds like a company that makes toupees and hair extensions.
December 16, 2025 at 12:30 PM
CoreWeave sounds like a company that makes toupees and hair extensions.
The cloud infrastructure layer delivers capacity at unprecedented speed. $CRWV CoreWeave holds a $55B backlog after 134% YoY growth. $NBIS Nebius grew 355% and secured multi-billion-dollar deals with $MSFT Microsoft and $META.
December 16, 2025 at 12:27 PM
The cloud infrastructure layer delivers capacity at unprecedented speed. $CRWV CoreWeave holds a $55B backlog after 134% YoY growth. $NBIS Nebius grew 355% and secured multi-billion-dollar deals with $MSFT Microsoft and $META.
I know this was disingenuously walked back, but if you think Altman et al weren’t/aren’t serious I have some Coreweave stock to sell you.
Sam Altman will be the man who collapses the US economy in 2026.
Sam Altman will be the man who collapses the US economy in 2026.
OpenAI discussed government loan guarantees for chip plants, not data centers, Altman says
OpenAI has spoken with the U.S. government about the possibility of federal loan guarantees to spur construction of chip factories in the U.S., but has not sought U.S. government guarantees for buildi...
www.reuters.com
December 16, 2025 at 12:23 PM
I know this was disingenuously walked back, but if you think Altman et al weren’t/aren’t serious I have some Coreweave stock to sell you.
Sam Altman will be the man who collapses the US economy in 2026.
Sam Altman will be the man who collapses the US economy in 2026.
It's pretty hilarious (?) that skeptics of the AI industry buildout have specifically been pointing to CoreWeave for nearly a year as the most likely "first domino" in any AI implosion because of its uniquely incestuous financing.
And now it's happening exactly as predicted! See, hilarious!
And now it's happening exactly as predicted! See, hilarious!
December 16, 2025 at 12:21 PM
It's pretty hilarious (?) that skeptics of the AI industry buildout have specifically been pointing to CoreWeave for nearly a year as the most likely "first domino" in any AI implosion because of its uniquely incestuous financing.
And now it's happening exactly as predicted! See, hilarious!
And now it's happening exactly as predicted! See, hilarious!
Coreweave was a scam from the start.
December 16, 2025 at 12:20 PM
Coreweave was a scam from the start.
Schon interessant, wie der KI-Trade sich seit Oktober ausdifferenziert hat:
Die schuldenbeladenen Hyperscaler Oracle und CoreWeave. Die Chip Champions Nvidia und Broadcom sind per saldo seitwärts gelaufen.
Im @WSJ-Chart fehlt indes Alphabet – im Q4 bislang +26%.
Die schuldenbeladenen Hyperscaler Oracle und CoreWeave. Die Chip Champions Nvidia und Broadcom sind per saldo seitwärts gelaufen.
Im @WSJ-Chart fehlt indes Alphabet – im Q4 bislang +26%.
December 16, 2025 at 12:19 PM
Schon interessant, wie der KI-Trade sich seit Oktober ausdifferenziert hat:
Die schuldenbeladenen Hyperscaler Oracle und CoreWeave. Die Chip Champions Nvidia und Broadcom sind per saldo seitwärts gelaufen.
Im @WSJ-Chart fehlt indes Alphabet – im Q4 bislang +26%.
Die schuldenbeladenen Hyperscaler Oracle und CoreWeave. Die Chip Champions Nvidia und Broadcom sind per saldo seitwärts gelaufen.
Im @WSJ-Chart fehlt indes Alphabet – im Q4 bislang +26%.
"CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks."
Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who predicted Enron's collapse.
Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who predicted Enron's collapse.
Exclusive | CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears
The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays.
www.wsj.com
December 16, 2025 at 12:10 PM
"CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks."
Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who predicted Enron's collapse.
Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who predicted Enron's collapse.
IPO, dette, M&A : ce que les lignes de fracture du modèle COREWEAVE disent du cycle de l’IA
IPO, dette, M&A : ce que les lignes de fracture du modèle COREWEAVE disent du cycle de l’IA
Pendant près de deux ans, CoreWeave a symbolisé l’urgence du développement de l’infrastructure IA. Ancien acteur du minage de cryptomonnaies reconverti
www.frenchweb.fr
December 16, 2025 at 9:09 AM
IPO, dette, M&A : ce que les lignes de fracture du modèle COREWEAVE disent du cycle de l’IA
#CoreWeave is like the WeWork of the #AI boom: lots of up-front investment, real-estate deals, high risk, total exposure to the whims of customer demand & market fluctuations.
www.wsj.com/tech/ai/core...
www.wsj.com/tech/ai/core...
Exclusive | CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears
The data-center provider’s terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays.
www.wsj.com
December 16, 2025 at 8:53 AM
#CoreWeave is like the WeWork of the #AI boom: lots of up-front investment, real-estate deals, high risk, total exposure to the whims of customer demand & market fluctuations.
www.wsj.com/tech/ai/core...
www.wsj.com/tech/ai/core...