Full All-In Podcast video link on CoreWeave CDS spread widening
rohanpaul_ai · x · 2026-11-15
A follow-up reply providing the full All-In Podcast video link for Chamath's explanation of widening credit default swap spreads on neoclouds like CoreWeave. The core argument stands: rising US rates plus CoreWeave's heavy borrowing and fixed-price capacity sales are driving perceived credit risk higher.
Related event: Chamath Explains CoreWeave CDS Spread Spike(2 posts)→
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