i wonder if Jensen comes out and says something about $CRWV it’s almost like overnight, the credit markets have become EXTREMELY worried about a credit event happening with this company yields up to 15%, stock is down 16% on the day the issue is this is Nvidia’s preferred neocloud…they have a very long history working with Nvidia and Jensen even gave them a $6B “put” to buy back their unused capacity by 2032 if needed $CRWV has been at the top of SemiAnalysis’s ClusterMax rankings for the longest time if they are feeling this type of credit fears…it doesn’t seem to be great for any of the neoclouds even if they have less debt because any new debt they try to take on will be at much higher rates, not to mention inflation going up which means the Fed might make the situation worse so the question is…does Jensen step in and either give cheap capital to CoreWeave or issue a statement to calm down the credit markets from continuing to sell of their bonds

I’ll say it If it weren’t for AI, I think we’d be nearing the 2022 bear market lows Look at where we are: Supply shock inflation Rising bond yields Low-quality small caps getting destroyed Weakening consumer It’s the same playbook, but with a sudden multitrillion-dollar buildout I wonder how sustainable that is I’m really struggling to decide whether we’re nearing sentiment and economic lows or if this is just the beginning, and the economy won’t be able to sustain the AI buildout

I wonder how Cyberleek managed to play GTA 6 in first-person mode. Every creator who sat down with Rockstar said the same thing: full first person wasn’t in the build they played. Rob Nelson’s answer was “not yet.” The focus was on third-person animations. So either Cyberleek found a debug camera, or Rockstar has a mode they aren’t shipping at launch. GTA 5 got first person with its PS4 and Xbox One versions, followed by PC. I wonder if GTA 6 will get the same treatment when it eventually comes to PC. I want first person in GTA 6. I just don’t understand why it would be missing at launch.