CoreWeave: A Market Analysis

This chapter delves into the implications of CoreWeave's IPO amidst investor skepticism, discussing challenges related to debt and dependence on a single client. It also addresses the impact of U.S. export controls on the tech industry, particularly regarding GPU sales, and the potential shifts in innovation due to these restrictions. The chapter further explores the rise of AI agents and their potential to revolutionize operational efficiency while posing significant challenges to traditional employment structures.