Danny Moses Compares CoreWeave to WeWork Over Debt Concerns

Danny Moses compared CoreWeave to WeWork, questioning whether the AI cloud provider can turn a profit while carrying roughly $51 billion in debt and lease obligations. He cited a potential mismatch between long-term liabilities and shorter-term computing rentals; CoreWeave's June filing showed about $35.1 billion in debt and $16.5 billion in lease liabilities.