TheBitCast

Steve Eisman: One Company Could Break The AI Boom

Podcast: Prof G Markets · Vox Media Podcast Network

Opublikowano: 2026-10-02

Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like. Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Marke...