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...
PayPal plugs into ChatGPT for E-Commerce (October 29, 2025)
Market Outsiders
36 minutes
2 weeks ago
PayPal plugs into ChatGPT for E-Commerce (October 29, 2025)
Namaan and Jenny Rae break down PayPal’s new integration with ChatGPT and what it means for e commerce. They cover how checkout could live inside AI, who wins and loses across retailers and suppliers, and why PayPal’s first dividend signals a new chapter. They also map OpenAI’s business model today. Subscriptions. Enterprise licensing. Future transaction fees. Possible ads. What shifts when 800 million people use ChatGPT weekly. Chapters 03:24 The E-commerce Landscape and PayPal's Role0...
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...
