CoreWeave will be the moment AI resets.

Podcast: Blain's Morning Porridge · Bill Blain

Opublikowano: 2026-10-16

Blain’s Morning Porridge – October 16th, 2026 “Markets are not smart or intelligent, but they are very efficient at converging on the wrong conclusions.” It’s been a bad week in the AI markets. Suddenly folk are waking up to the growing gap between inflated expectations and disappointing revenues, and the risks which include competition. It’s a pattern that reoccurs repeatedly in markets. The name to watch will be CoreWeave – illustrating what can go wrong when blithe assumptions about fantabulous upside ignore the rules of financial commonsense. A default or troubling rescue is on the cards. ...