CoreWeave bond yield tops 16% as AI credit stress rises

Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @10:36AM (#50441862)

Goal post has been moving for a while on HN.

2023: Hallucinates too much to be useful.

2024: LLMs have plateaued. Scaling laws are dead.

2025: No one pays for AI

2026: Inference is unprofitable and unsustainable

For many people, if AI finds a cure to cancer, they'll say it's still useless because it hasn't solved immortality yet.

[ Parent | on HN ]

Re:CoreWeave bond yield tops 16% as AI credit stress rises by otabdeveloper4 on Tuesday November 10, 2026 @03:54PM (#50446202)

News flash, all four of those are still true in 2026.

[ Parent | on HN ]

Re:CoreWeave bond yield tops 16% as AI credit stress rises by incrudible on Tuesday November 10, 2026 @04:51PM (#50446802)

If inference at Anthropic's pricing strategy is both profitable and sustainable, where is my $20 plan for similarly generous access to Kimi or GLM? It doesn't exist. Because it's not profitable.

[ Parent | on HN ]