Showing posts from CoreWeave tag
The Death of Seat Pricing, Neocloud Debt, and Web Checkout Math
SaaS packaging is fracturing as buyers reject per-seat pricing for AI agents, with 91 percent calling it unfair and 57 percent demanding usage-based metrics. …
Apple prototypes a motorized HomeView, AI debt spreads, and Tao steps back from OpenAI
Apple is developing a high-end version of its newly launched 299-dollar HomeView display equipped with a motorized robotic arm to track users. In data …
Meta's 816B Local MoE, Google's 40x Quantum Leap, and CoreWeave CDS Spreads Top 1,000 bps
Tesla finally demoed its second-generation Roadster by jumping it over five cars ahead of a promised 2028 production run. Meta dropped Muse Spark Open, an 816B …