The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Goode: NVIDIA Invested in CoreWeave, Which Used the Capital to Buy Chips
“They have become a major investor in CoreWeave, and then CoreWeave is using that money to buy NVIDIA chips.”
Goode: CoreWeave uses Nvidia investment money to buy Nvidia chips
“They're at the point where they have become a major investor in CoreWeave, and then CoreWeave is using that money to buy NVIDIA chips.”
Intrator: NVIDIA invested $350M across two rounds while CoreWeave raised $25B
“NVIDIA has made two investments in CoreWeave. They made an investment of a hundred million dollars. And then they made an investment of and that was early, that was in the B round, I believe. .
Brian Venturo: At a two billion dollar valuation.
Michael Intrator…”
Luria: OpenAI promised $1.4 trillion across Oracle, Microsoft, Amazon, CoreWeave
“OpenAI promised me three hundred billion. They also promised Microsoft two hundred billion, Amazon thirty eight billion, CoreWeave twenty five billion. In total, 1.4 trillion dollars.”
OpenAI's contractual payments to CoreWeave escalate in October 2025
“OpenAI starts paying Corweave in October, twenty-twenty-five, just as Corweave's second loan, DDT-L-II, starts requiring them to pay probably more than OpenAI will be paying them.”
Intrator: No single customer accounts for over 30% of CoreWeave backlog
“There's no customer that represents more than 30% of our backlog, and so we've done an incredible job.”
Intrator: CoreWeave is worth $40 billion
“From the perspective of, you know, the company is worth forty billion dollars.”
Google is quietly routing OpenAI's cloud compute contracts through CoreWeave
“OpenAI is contracting Google for Cloud Compute. Google is contracting CoreWeave to serve that compute.”
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”
Kantrowitz: CoreWeave grew 2024 revenue 700 percent despite 863 million loss
“Its revenue soared more than 700 last year to almost two billion, but the company recorded a net loss of eight hundred and sixty three million.”