“suggesting, I believe, that this is Microsoft disconnecting from OpenAI, which is now, at least on paper, CoreWeave's largest customer.”
Our reading:
OpenAI taking over Microsoft's CoreWeave contract suggests Microsoft is disconnecting from OpenAI, now CoreWeave's largest customer on paper.
Assessment: Can’t be checked
What happened
Not graded on evidence
Outcome: Can’t be checked
An opinion, a recommendation, or too vague to test. Listed, not scored.
Evidence up to . Checked .
Why
He presents this as his reading ('suggesting, I believe'): OpenAI taking over Microsoft's CoreWeave option is a sign that Microsoft is disconnecting from OpenAI. 'Disconnecting' has no stated measure. Later events point both ways. In October 2025, Microsoft gave up its right of first refusal on new OpenAI cloud work, but OpenAI committed to buy an extra $250 billion of Azure services. The side remark that OpenAI is 'at least on paper' CoreWeave's largest customer is hedged. OpenAI's deal added $11.2 billion of backlog, but the filings as summarized do not show Microsoft's share of the rest. With a hedged reading of motive and no measure, the claim is not graded.
Caveats
- Under a loose reading, the loss of Microsoft's right of first refusal could count as partial disconnection. Under a strict one, the $250B Azure commitment would count against it.
Evidence (2 items)
Claims like this aren’t scored, so there is no evidence to show.
How we judged it
- Kind of claim
- Observation
- Deadline
- None given. We don’t add one.
Where we had to interpret
- The main claim is his reading of what OpenAI taking over Microsoft's CoreWeave option means. He marks it as interpretation with 'suggesting, I believe'.
- 'Disconnecting' has no stated measure or deadline. Later events point both ways: Microsoft gave up its right of first refusal on new OpenAI cloud work, but OpenAI committed to an extra $250 billion of Azure spending and Microsoft kept a 27% stake.
- The side remark that OpenAI is 'at least on paper' CoreWeave's largest customer is hedged. The public filings do not clearly rank customers by contracted value as of March 2025.
We don’t grade claims like this. We only check the quote and who said it.
We found 26 claims in this post. See them all.
Full record
Source and dates
Where's Your Ed At, The Phony Comforts of AI Optimism, paragraph 65.
- Said
- We read the source
- live page, full text, public
- Evidence up to
- Checked
We read this wording on 2026-10-28. The post may have been edited after 2025-03-24.
Where it was said (1)
Said once in the posts we read.
: Where's Your Ed At, The Phony Comforts of AI Optimism
suggesting, I believe, that this is Microsoft disconnecting from OpenAI, which is now, at least on paper, CoreWeave's largest customer.
- Where
- paragraph 65
- Published
- 2025-03-24
- We read it
- , live page
- Access
- full text, public
History
Versions
- Current: Can’t be checked. Evidence up to 2026-10-28.
What happened to this record
PublishedBy us
Published after both AI reviews and the final check passed.