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Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
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CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
CoreWeave’s 953-basis-point CDS implies 16% annual default risk; fixed-price contracts and $35 billion more to raise leave Chamath’s team estimating a $5 billion break-even gap.Sacks sees demand holding, but financing costs remain a risk; Chamath urges Anthropic to raise at least $200 billion for compute, with SemiAnalysis estimating it and OpenAI will take 60% of next year’s global additions.