Chamath explains why CoreWeave credit default swap spreads are jumping
rohanpaul_ai · x · 2026-11-15
On the All-In Podcast, Chamath broke down why credit default swap spreads on neoclouds like CoreWeave have widened. The core logic: US interest rates are rising while CoreWeave borrows heavily to build capacity and sells it at fixed prices — squeezing margins and raising perceived credit risk. Full video on the All-In Podcast YouTube channel.
Related event: Chamath Explains CoreWeave CDS Spread Spike(2 posts)→
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