原帖引用 · 原文
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
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