Monologue: High Noon for CoreWeave & AI

In this week's monologue, Ed Zitron walks you through the wretched vibes surrounding CoreWeave's IPO and OpenAI's new funding, and the brittle state of the finances holding everything together. Semafor: Microsoft chose not to exercise $12 billion Coreweave option https://www.semafor.com/article/03/20/2025/microsoft-chose-not-to-exercise-12-billion-coreweave-option The Information: CoreWeave Faces Reality Check on Bullish Growth Forecasts https://www.theinformation.com/articles/coreweave-faces-reality-check-bullish-growth-forecasts?rc=kz8jh3 The Financial Times: CoreWeave tests investor risk appetite with $7.5bn in looming debt repayments https://www.ft.com/content/163c6927-2032-4346-857e-8e3787e4babc Bloomberg: OpenAI Close to Finalizing Its $40 Billion SoftBank-Led Funding https://www.bloomberg.com/news/articles/2025-03-26/openai-close-to-finalizing-its-40-billion-softbank-led-funding My Newsletter: CoreWeave Is A Time Bomb https://www.wheresyoured.at/core-incompetency/ --- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/  Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitronSee omnystudio.com/listener for privacy information.

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Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build.  Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.