Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis
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identified credit-investor panic around Core Weave after a Financial Times article claimed the company wanted unlimited insurance-sector money for data-center build-out
“If you look at the holdings, it's literally just like a, a who's who of NeoClouds. ... core weave, perhaps Nebius ... high yield tech benchmarks ... core weave, like 25% of the benchmark”
“They're spending money on a one-off engagement and it says paid partnership versus you can post unlimited times about your company and it doesn't say paid partnership so the algorithm doesn't flag it.”
“Some companies have actually saved money by applying AI, but it's being replaced by all the spend with the tokens and data centers…”
“Identify your clients that might be impacted, and we can start thinking about it, but let's not panic, and let's not take any actions just yet.”
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