Oh sure, SpaceX’s credit risk is pretty high because it’s about to borrow another $40 billion to spend on Nvidia chips, but who cares about that? SpaceX and Tesla have…
Tag: Analysis
CoreWeave’s debt is becoming the whole AI industry’s problem
CoreWeave had a bad week last week. Its bonds slipped into distressed territory by a common definition — when investors demand 1,000 basis points more in yield than they’d get…
The best feature of Apple’s HomeView might be its simplicity
I’m just going to come right out and say it. I love the approach Apple has taken with the HomeView. I think it’s the shared, always-available household interface that my…