This is the CoreWeave IPO breakdown. I studied their S1 filing so you don’t have to.What we’ll cover:* What CoreWeave does* Their business model* Their financials* Key themes heading into IPO* Investors* Bull, Bear and Base cases for the stockThis is not investment advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cjgustafson.substack.com?utm_medium=podcast&utm_campaign=CTA_1">cjgustafson.substack.com</a>

This is the CoreWeave IPO breakdown. I studied their S1 filing so you don’t have to. What we’ll cover: * What CoreWeave does * Their business model * Their financials * Key themes heading into IPO * Investors * Bull, Bear and Base cases for the stock This is not investment advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

This is the CoreWeave IPO breakdown. I studied their S1 filing so you don’t have to.What we’ll cover:* What CoreWeave does* Their business model* Their financials* Key themes heading into IPO* Investors* Bull, Bear and Base cases for the stockThis is not investment advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cjgustafson.substack.com?utm_medium=podcast&amp;utm_campaign=CTA_1" rel="noopener noreferrer">cjgustafson.substack.com</a>

CoreWeave IPO: A Future Giant or Just WeWork with GPUs?

Run the Numbers is a twice-weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO.
This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself.
Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth. <a href="https://cjgustafson.substack.com/s/run-the-numbers?utm_medium=podcast">cjgustafson.substack.com</a>

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Run the Numbers is a twice-weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO. This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself. Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth. cjgustafson.substack.com

Run the Numbers is a twice-weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO.
This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself.
Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth. <a href="https://cjgustafson.substack.com/s/run-the-numbers?utm_medium=podcast" rel="noopener noreferrer">cjgustafson.substack.com</a>

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CoreWeave IPO: A Future Giant or Just WeWork with GPUs?

CoreWeave IPO: A Future Giant or Just WeWork with GPUs?

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