Chamath Explains CoreWeave CDS Spread Spike

On the All-In Podcast, Chamath attributed the jump in CoreWeave's CDS spreads to rising US interest rates combined with its high leverage and fixed-price compute contracts. A follow-up post shared the full video.

2026-11-15 ~ 2026-11-15 · 2 related posts

• Chamath explains why CoreWeave credit default swap spreads are jumping — rohanpaul_ai · 2026-11-15

1 near-duplicate retellings: rohanpaul_ai