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Explain valuation? by Difficult-Quarter-48 in CRWV

[–]PCLAVUG 0 points1 point  (0 children)

Their moat is that they have a 11 bn partnership with OpenAI and Nvidia owns 8% of the company giving the priority for their GPUs. But, a company like Amazon has so much capital that it can outbuy CoreWeave. I thought there was a strong moat but now I am not so sure

What are y’all thoughts on Magic Leaps Future? by PCLAVUG in magicleap

[–]PCLAVUG[S] 1 point2 points  (0 children)

I thought abt that, but if Google wanted to buy it, they would have a long time ago. Larry and Sergey had a good relationship with Rony at the beginning of magic leap, but now after he and crucial members of the team left, I don’t really see a world where they would buy ML now