In The Loop

CoreWeave's crash looks like 2008. Here's why it isn't.

Episode Summary

CoreWeave's bond yield hit 15% and roughly $1.6 trillion was wiped off chip stocks after one chart and Elon Musk's one-word reply sent AI stocks into their longest losing streak since 2008. Host Ejaaz Ahamadeen breaks down how neoclouds borrow to build data centers, the bear and bull case, and why this isn't 2008.

Episode Notes

CoreWeave's bond yield hit 15% and roughly $1.6 trillion was wiped off chip stocks after one chart and Elon Musk's one-word reply sent AI stocks into their longest losing streak since 2008. Host Ejaaz Ahamadeen breaks down how neoclouds borrow to build data centers, the bear and bull case, and why this isn't 2008.