Dickens: CoreWeave Lacking ‘Defensible Moat,’ ‘Diversification’ & More

Steven Dickens previews CoreWeave (CRWV) earnings, boiling the company down to “access to GPUs” despite it branding itself as a native AI company. He questions whether that is actually a defensible moat for years to come. “There’s not enough stickiness, there’s not enough diversification.” He also notes that the speed of the refresh cycle in this industry – between 3-5 years – doesn’t give CoreWeave or competitors much time to be on the cutting edge.

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