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Re:CoreWeave bond yield tops 16% as AI credit stress rises by incrudible on Tuesday November 10, 2026 @07:17AM (#50439252)
I'm regularly using thousands of dollars worth of tokens for a flat fee of $200. Their API margins may be good, but not that good. This is below cost. Therefore, if tokens are so scarce, so valuable, in such high demand, why are they still handing out such generous packages? Clearly there must be enough excess capacity to run this advertising campaign, and clearly the advertising campaign must be deemed necessary to maintain the belief in massive future demand growth.

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