Chamath 解释 CoreWeave 等 neocloud 的 CDS 利差为何飙升
Chamath explains why credit default swap spreads on neocloud like CoreWeave have jumped.
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Chamath 在 All-In Podcast 中解释 neocloud 类公司（如 CoreWeave）的信用违约互换利差为何跳升：简言之，美国利率在上升，而 CoreWeave 大量借贷、同时以固定价格出售算力容量。
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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.
---- Full video on "All-In Podcast" YouTube channel, (link in comment) https://t.co/Pp0cjmRYvu