Investors lent $1.25 billion to the company that runs AI computers for Microsoft and OpenAI. Four months later, they're down about $230 million on it. And the company's stock just dropped 15% because the people who lend money to AI companies are getting nervous. The company is CoreWeave. Back in June it sold those bonds promising to pay 9.625% a year until 2032. Then investors started worrying about whether it can actually pay all that back. If you own one of those IOUs today and want out,…

Chamath Palihapitiya@chamath1d ago

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