What podcasts say about Vasu Kasibhotla

Every statement, with the speaker, the exact quote and the moment it was said.

What Vasu Kasibhotla has said on podcasts

12 statements · 5 positive · 4 negative · 3 mixed

on AI infrastructure ecosystemNegativeOct 15, 2026· Bloomberg Intelligence
Near-6% interest rates will pressure the AI infrastructure ecosystem
“the rising interest rates, close to 6% now. So I think that's going to put pressure across the AI infrastructure ecosystem”
Listen at 2:49
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeave parent unsecured debtNegativeOct 15, 2026· Bloomberg Intelligence
CoreWeave parent unsecured debt trades near 15% after issuance at 9.6%
“the one which is unsecured. at the parent level, that was issued at 9.6%. Now it's trading close to 15%.”
Listen at 3:08
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeavePositiveOct 15, 2026· Bloomberg Intelligence
CoreWeave trades at a relatively low valuation versus neocloud peers
“CoreView, at this point, compared to even its neocloud peers, obviously, is at a discount currently. relatively low valuation compared to its peers.”
Listen at 3:54
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeaveMixedOct 15, 2026· Bloomberg Intelligence
CoreWeave’s buying opportunity depends on developments over two to three years
“Whether it's a buying opportunity depends on what happens in the coming two, three years.”
Listen at 4:13
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeaveNegativeOct 15, 2026· Bloomberg Intelligence
CoreWeave going to zero is unlikely
“I think that's pretty unlikely.”
Listen at 4:24
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeave refinancingPositiveOct 15, 2026· Bloomberg Intelligence
CoreWeave’s refinancing is relatively under control
“the refinancing aspect of Coreweave, I think it's pretty under control.”
Listen at 4:26
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeavePositiveOct 15, 2026· Bloomberg Intelligence
CoreWeave’s projected EBITDA growth should sufficiently repay principal
“they have very strong EBITDA growth in the next two, three years. So that's more than sufficient to pay off the principal.”
Listen at 4:30
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on CoreWeave next-wave capital expenditureMixedOct 15, 2026· Bloomberg Intelligence
CoreWeave’s next capital expenditure wave may not be attractively financeable
“the key question is really, can they actually fund it and fund it at a relatively attractive yield?”
Listen at 5:22
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on AI compute demandPositiveOct 15, 2026· Bloomberg Intelligence
Compute demand remains extremely strong without cancellations
“compute continues to be under tremendous demand still at this point. There has not been any cancellations.”
Listen at 6:55
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on AI infrastructure financingMixedOct 15, 2026· Bloomberg Intelligence
AI infrastructure financing is more likely in 2027 than 2028 or 2029
“I think 27 is more or less likely to be funded, but I think 28 and 29 are still up there.”
Listen at 7:12
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on AI infrastructure financingNegativeOct 15, 2026· Bloomberg Intelligence
High yields and Treasury rates above 6% increase financing pressure
“if the yields continue to be high and if the... 10-year and 30-year rates continue to go 6% and above. I think the cost of financing, cost of capital is coming under a lot of pressure for everybody.”
Listen at 7:23
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
on Cloud gamingPositiveOct 15, 2026· Bloomberg Intelligence
Social and simpler games will proliferate through cloud gaming
“that will proliferate on cloud gaming and also simpler games like you mentioned”
Listen at 33:52
Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.