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Re:CoreWeave bond yield tops 16% as AI credit stress rises 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 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 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.