rohanpaul_ai· @rohanpaul_ai · X·· 4 小时前AI 评分
Chamath 解释 CoreWeave 信用利差飙升原因
Chamath 解释了为什么 CoreWeave 等新云公司的信用违约互换利差飙升。 简而言之，美国利率正在上升，而 CoreWeave 大量借款，同时以固定价格出售其算力。 ---- 完整视频在 "All-In Podcast" YouTube 频道（链接在评论区）
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.
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Full video on "All-In Podcast" YouTube channel, (link in comment)
来源：rohanpaul_ai · x.com