Morning Brew Daily ChatGPT’s Image Generator Goes Viral & Tesla Unfazed by Tariffs?
101 snips
Mar 28, 2025 Investors are buzzing about CoreWeave's upcoming IPO, hinting at both excitement and anxiety. OpenAI's new image generator is stealing the spotlight with its eerily impressive capabilities. Meanwhile, despite significant tariffs hurting many car brands, Tesla remains resilient, earning it the Stock of the Week title. Additionally, the podcast dives into innovative randomness in finance through creative methods like using lava lamps. From AI advancements to quirky graduation speeches, there's no shortage of captivating topics!
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Kermit the Commencement Speaker
- Neal's alma mater, University of Maryland, invited Kermit the Frog to be the commencement speaker.
- Toby felt this was inappropriate for a serious event, while Neal appreciated the unconventional choice.
CoreWeave's IPO: A Mixed Bag
- CoreWeave, the first pure-play AI company to IPO, is seen as a bellwether for the AI revolution.
- Its IPO, while highly anticipated, has been downsized, raising concerns about the AI market.
CoreWeave's Dependence on AI Demand
- CoreWeave's success hinges on the continued growth of AI demand, particularly from major customers like Microsoft.
- However, potential cracks are forming, including mounting debt, an oversupply of data centers, and depreciating hardware.
