Chamath on why CDS spreads on CoreWeave and other neoclouds have jumped
rohanpaul_ai · x · 2026-10-18
On the All-In Podcast, Chamath explained why credit default swap spreads on neoclouds like CoreWeave have widened: US rates are rising while CoreWeave borrows heavily and sells its capacity at fixed prices, leaving no room to pass through cost volatility. Full video on the All-In Podcast YouTube channel.
Related event: Chamath Explains CoreWeave CDS Spread Blowout(2 posts)→
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