CoreWeave's stock price since IPO

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> $40 stock price post-IPO - 300% surge since then to $163 today (peak at $166.63)

> CEO’s net worth doubled in 12 days (from $5B → $10B)

> Q1 2025 revenue: $982M (420% YoY inc)

> the AI infra company recently signed 5-year contract with OpenAI worth $11.9B + additional $4B agreement

> OpenAI’s GPT-4o image gen leads by 3 pts

> China’s Seedream 3.0 at 2nd place with 1,163 ELO score

> models from many countries SOTA, unlike LLMs (dominated by US & China)

> market received $7.2B funding in 2024 (down from $10.5B in 2023)

> $40.4B funding expected in 2025

> acc. to CB Insights, AI coding agents & co-pilots stats in 2024:

• revenue: $1.1B

• funding: $16.6B ($45.6B expected in 2025)

> 4x faster than AI industry avg for unicorn status

> current valuations & funding of companies:

• Cognition: $4B & $196M

• Anysphere: $9.9B & $1.1B

• Magic: $1.7B & $465.3M

• Windsurf (now acquired by oAI): $3B & $240M