The IPO market has been slow of late, but two big names are about to make their way to Wall Street. Mike and Emmet are here to give you their two cents on CoreWeave and Klarna on the eve of their big debuts.
CoreWeave is a cloud computing company focused on GPU-based infrastructure. It started as a Bitcoin mining operation but has ridden the wave of generative AI to the promised land, leasing its services to businesses with massive AI workloads. Its revenue has exploded, but its valuation is eye-watering, and its margins are suspect.
Klarna is the leader in the buy-now-pay-later space, expanding rapidly into the United States. Despite fierce competition from fellow upstarts and industry goliaths, it hopes to boost profits through an enthusiastic embrace of AI automation.
Both businesses are having their moment in the sun. Are they pursuing IPOs of opportunity or here for the long haul? Tune in to find out.
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00:00 Intro
05:36 Upcoming IPOs
06:34 CoreWeave: The Airbnb of AI Computing
10:21 Klarna: The Buy Now, Pay Later Giant
22:50 Klarna’s Use of AI
31:08 AI Thoroughbreds and Their Future
34:18 CoreWeave: A Financial Deep Dive
43:56 Klarna's Competitive Landscape
50:04 Scoring the IPOs Out of 10
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