<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/578cdec802384d0ba0a6cdb4b9e5126d&quot; frameborder=&quot;0&quot; width=&quot;1113&quot; height=&quot;834&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>834</height><width>1113</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>834</thumbnail_height><thumbnail_width>1113</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/578cdec802384d0ba0a6cdb4b9e5126d-7d27a081901022de.gif</thumbnail_url><duration>193.201</duration><title>Core Weave&apos;s S1 Insights 📈</title><description>In this video, I discuss Core Wave&apos;s recent S1 filing as they prepare to go public at the end of March. I highlight their impressive revenue growth, which skyrocketed from $15.8 million to nearly $2 billion last year, and the increasing percentage of revenue under contract. I also touch on some concerning aspects, such as customer concentration and their significant debt obligations. I encourage you to use the Dilupa datasheet to build your initial model and keep an eye on these key metrics.</description></oembed>