Meet Kevin@realMeetKevin🚨 Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow "unlimited equity cures" for "any failure to satisify debt service" 🚨 Jan 26, Nvidia invests $2b at $87/share. nothing to see here.Opens with a number
Meet Kevin@realMeetKevin😇 Unpopular Opinion: OpenAI is running on fumes and will promise to use anyone’s chips in return for an investment. I hope I’m wrong. Sam Altman has the power to single-handedly hurdle us into recession.Opens with a contrarian take