Re:CoreWeave bond yield tops 16% as AI credit stress rises
by fhruwbfbrb on Monday November 09, 2026 @11:49PM
(#50436181)
That is precisely what price subsidies look like. These companies are hiding the the true cost of offering these models.
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Re:CoreWeave bond yield tops 16% as AI credit stress rises
by wmf on Tuesday November 10, 2026 @12:47AM
(#50436553)
They're not subsidizing enough for CoreWeave to make money.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by otherme123 on Tuesday November 10, 2026 @01:45AM
(#50436884)
All the money is being funneled towards nVidia. CoreWeave touches it briefly, and sends it to Jensen. Then nVidia user some of this cash to finance AI labs or clouds again. But the biggest losers seem to be VC's, that are on the basis of this piramid and still have to see a cent in return.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by aurareturn on Tuesday November 10, 2026 @02:09AM
(#50437039)
Source?
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by fhruwbfbrb on Tuesday November 10, 2026 @03:01AM
(#50437390)
Literally any microeconomics class. That's like asking for a source when someone discusses Newton's laws of motion.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by aurareturn on Tuesday November 10, 2026 @03:09AM
(#50437438)
How does taking a microeconomics class prove that Anthropic is subsidizing the costs?
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by fhruwbfbrb on Tuesday November 10, 2026 @03:48AM
(#50437673)
Subsidies cause excess demand that can't be met with supply, leading to shortages. Whatever financial wizardry Anthropic is doing to give themselves an orders of magnitude lower apparent operating cost than any ML/AI application I've ever seen, is a different question.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by UpsideDownRide on Tuesday November 10, 2026 @05:52AM
(#50438511)
Please lets not out micro anywhere near Newton's laws of motion. Micro is nowhere near that level of theoretical soundness (even with mkdern lens of Newton being incorrect).
You can use Newton for most stuff and get pretty good answers. Micro is questionable in all kinds of ways. Assumptions about actors, assumptions about responses, assumptions about how utility maps onto monetary value. It's a huge mess really.