Francis Turner
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di2.nu
Francis Turner
@di2.nu
Japan residing Englishman.
https://substack.com/@francisturner
@edzitron.com I feel like I've read this article before. I mean you have written about coreweave multiple times. Yet weirdly your name fails to appear
www.theverge.com/ai-artificia...
Meet CoreWeave, the AI industry’s ticking time bomb
The debt-laden AI compute company has been boosted by Nvidia.
www.theverge.com
November 18, 2025 at 1:17 AM
This is insane. @edzitron.com has repeatedly pointed out that OpenAI is a money incinerator. There is no way that anyone can justify that valuation
The ChatGPT maker has overtaken Elon Musk’s SpaceX as the world’s most valuable start-up. on.ft.com/4pOxi5c
October 2, 2025 at 9:04 AM
Excellent (long) article that digs into the incestuous money burning world of LLM AI. About the one thing it doesn't mention (good thing considering the length) is, assuming LLM AI is useful, calculating how much can people pay for it. Not will. Can.
Something I tried to answer in this substack
September 30, 2025 at 8:10 AM