— Kashyap Sriram (@kashyap286) March 27, 2025
It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s right. Just look at the facts. Microsoft, the company responsible for a large chunk of CoreWeave’s revenue, just passed up a $12 billion commitment to them. How many red flags do you need before you start questioning the whole thing? The comparison to WeWork is eerily accurate.
Emanuel called CoreWeave $CRWV an "egregiously overvalued pig in a poke". I am laughing at that description.$MSFT, which accounts for the majority of CoreWeave's revenue, recently passed on a $12 billion commitment to the company.
The comparison to WeWork is apt. WeWork went… pic.twitter.com/allbitrctE
— Kashyap Sriram (@kashyap286) March 21, 2025