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Rohan Paul· @rohanpaul_ai · X· 2026-11-15 04:00 · Original publication time AI score20

Chamath discusses rising credit default swap spreads for CoreWeaveMachine translation

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Chamath attributes the rise in credit default swap spreads for neocloud providers such as CoreWeave partly to rising US interest rates. He also points to CoreWeave’s heavy borrowing while it sells capacity at fixed prices.

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Rohan Paul@rohanpaul_ai

Full video on "All-In Podcast" YouTube channel

https://t.co/GSHwjxaClT

ReplyRohan Paul@rohanpaul_ai

Chamath explains why credit default swap spreads on neocloud like CoreWeave have jumped. in short, US interest rates are rising, and CoreWeave borrows heavily while selling its capacity at fixed prices. ---- Full video on "All-In Podcast" YouTube channel, (link in comment) https://t.co/VgKRxwleOy

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04:00 · 2026-11-15 · UTC+8

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