Chamath Palihapitiya says CoreWeave has ~55% chance of default over 5 years, calls it 'a coin flip'

Chamath Palihapitiya says CoreWeave (CRWV) has roughly a 55% chance of default over five years, calling it "a coin flip" according to the insurance market. He points to a GPU loan that spiked to 15% as the key change.

Detected & updated continuously · Source: Nebula