Replying to Chamath, Elon Musk says that over the past few weeks debt markets have almost entirely cut off access to money for a class of companies, which fits this morning's signal that the cost of insuring big companies against default keeps rising....
VQV Signal
Markets: Musk says debt markets have nearly shut off money for some companies, while GPU rents keep climbing
Replying to Chamath, Elon Musk says that over the past few weeks debt markets have almost entirely cut off access to money for a class of companies, which fits this morning's signal that the cost of insuring big companies against default keeps rising....
Replying to Chamath, Elon Musk says that over the past few weeks debt markets have almost entirely cut off access to money for a class of companies, which fits this morning's signal that the cost of insuring big companies against default keeps rising. At the same time, renting an Nvidia H100 costs 45% more than in...
Hardware and robotics watchers may want to track whether this becomes a product, benchmark, or deployment signal.
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Public Interest components
VQV surfaced this signal because it is recent, relevant to AI Chips, connected to Scobleizer News Pulse (X).
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