The real question to ask on CoreWeave “The real question is: how does the demand compare relative to what these guys are spending? If your CapEx budget is $20BN, it is not enough that demand goes up. It has to go up by a lot every year. You add up OpenAI and Anthropic’s numbers together, and the growth rate of that overall is what is going on in the AI economy. How do CoreWeave’s CapEx plans look relative to that?” @rodriscoll Love to hear your thoughts @Beth_Kindig @_fabknowledge_…