Back Rohan Paul

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

Chamath explains rising credit default swap spreads for neoclouds such as CoreWeaveMachine translation

AI introduction

Chamath points to rising US interest rates and CoreWeave's heavy borrowing while it sells capacity at fixed prices as an explanation for higher credit default swap spreads. This is his interpretation of the market move, not an established causal finding.

Original post · Original

Rohan 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

04:00 · 2026-11-15 · UTC+8

Found an error? Send a correction