Bloomberg Tech CoreWeave’s $14 Billion Meta Deal, Spotify’s Ek to Leave CEO Role
24 snips
Sep 30, 2025 
Mike Krieger, Chief Product Officer at Anthropic, dives into the capabilities of Claude Sonnet 4.5, highlighting its unique ability to code for up to 30 hours. He discusses advancements in memory management and reduced hallucination rates, making it safer for enterprise applications. Krieger emphasizes a focus on productivity over entertainment, aiming to enhance human strengths in the workplace. With impressive early adoption metrics, he outlines how Sonnet 4.5 is positioned to transform developer tasks and improve overall efficiency.
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CoreWeave Is Becoming Multi-Customer
- CoreWeave adding Meta (and OpenAI) suggests it's becoming a multi-customer AI infrastructure player rather than dependent on Microsoft alone.
- The market reads this as evidence of a more durable business model for specialized AI cloud providers.
Big Compute Deals Shift Financing Risk
- Large multi-year compute deals (eg. $14.2bn to 2032) require heavy upfront capital, chips, and likely more debt from suppliers.
- That financing burden makes debt and data-center capacity key risks for AI infrastructure firms.
Equipment Firms Gain From AI Chip Buildout
- Demand for AI chips drives a second-derivative rally in semiconductor capital equipment suppliers.
- Companies like Lam Research and Applied Materials benefit as fabs scale to meet AI chip needs.