Can CoreWeave Control the GPU Market?
Financialization of the GPU market seems inevitable. CoreWeave's executive team comes from commodities trading. Will they position themselves to control this market?
Snowflake vs Glencore: Two Very Different Futures
In a recent post, I argued that CoreWeave has no moat.
I compared it unfavorably to Snowflake—a company that owns no hardware yet commands one of the deepest moats in SaaS. Snowflake's edge doesn't come from controlling infrastructure. It comes from abstraction: a sticky software layer, developer entrenchm…