Chamath解析CoreWeave信用违约互换利差飙升原因
Chamath explains why credit default swap spreads on neocloud like CoreWeave have…
Chamath explains why credit default swap spreads on neocloud like CoreWeave have jumped.
Chamath 解释了为什么像 CoreWeave 这样的新云公司的信用违约互换利差会飙升。
in short, US interest rates are rising, and CoreWeave borrows heavily while selling its capacity at fixed prices.
简而言之，美国利率正在上升，而 CoreWeave 大量举债，同时以固定价格出售其产能。
---- Full video on "All-In Podcast" YouTube channel, (link in comment)
---- 完整视频见 "All-In Podcast" YouTube 频道，（链接在评论区）
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