CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Chapters 02:57 CoreWeave's Financial Performance and Market Positi...
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CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Chapters 02:57 CoreWeave's Financial Performance and Market Positi...
16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)
Market Outsiders
30 minutes
3 weeks ago
16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)
Nestlé just announced 16,000 job cuts, one of the largest in modern CPG history. Jenny Rae and Namaan break down what this massive restructuring says about the company’s new strategy, how it mirrors the playbooks of Kraft Heinz and Hershey, and what it reveals about the future of global consumer brands. They unpack how Nestlé defines “winning,” why the market rewarded layoffs, and what every business leader can learn about growth, portfolio management, and decision-making under pressure. Lin...
Market Outsiders
CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Chapters 02:57 CoreWeave's Financial Performance and Market Positi...
