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The Future Sends an Invoice
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Tuesday, October 20, 2026
An AI company can have $104 billion in reported backlog and still face a difficult question: what happens when customer contracts end before the loans used to build the data centers? Wade and Boujie examine CoreWeave’s borrowing terms, a widening loan spread, its parent guarantee, and Goldman Sachs’ surprising upgrade.
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The Sydney Opera House opened in 1973—a landmark famous for its beauty, construction battles, and extraordinary cost.
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