Wes Miller
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getwired.com
Wes Miller
@getwired.com
EX-Microsoft - Research analyst at Directions on Microsoft covering identity, security, compliance, management, & Microsoft licensing. Blog: http://getwired.com
Reposted by Wes Miller
CoreWeave has basically five customers: OpenAI, Microsoft (mostly OpenAI), Google (renting capacity to rent to OpenAI), Meta, and of course NVIDIA. This has been a huge, obvious problem for a long time and because the markets are stupid it's only just becoming one for traders
November 11, 2025 at 5:52 PM
“Exposure.”
November 11, 2025 at 5:50 PM
Right after sleepy don starts invading other countries.
November 11, 2025 at 5:47 PM
Reposted by Wes Miller
i feel like we need to pause and reflect on this insane collection of words
November 11, 2025 at 5:22 PM
a cartoon of winnie the pooh talking to tigger
ALT: a cartoon of winnie the pooh talking to tigger
media.tenor.com
November 11, 2025 at 5:35 PM
Correct. Republicans in particular will gleefully send soldiers off to war and write them off from that point on.
November 11, 2025 at 4:53 PM
It’s not a man purse. It’s an iPhone pocket.
a man with a beard wearing a t-shirt with a tree on it
ALT: a man with a beard wearing a t-shirt with a tree on it
media.tenor.com
November 11, 2025 at 2:19 PM