CoreWeave (CRWV.O): Fully Connected Conference Takeaways: Showcasing the Breadth of the Full AI Stack

We attended CoreWeave's Fully Connected conference on Wednesday, September 30th. The Platform Strategy and Roadmap Session featured Michael Intrator, CEO; Nick Robbins, VP Corporate Development; Jon Jones, Chief Revenue Officer; Chen Goldberg, SVP of Engineering and Corey Sanders, SVP of Product. Expanding The Platform Opportunity. The Fully Connected conference was more about establishing CoreWeave as an AI platform rather than updating the financial story. Management emphasized the company's product breadth and depth as well as an increasingly diversified customer base. Product innovation was encouraging, with Forge bringing together the necessary tools to build, run, and improve models and agentic systems. Moreover, customer presentations from Caterpillar and Capital One illustrated the opportunity beyond the frontier labs, articulating the company's broader platform strategy and the potential to drive increased services attach thereby deepening customer relationships. While comment