BUZZING· 73%30m·2026-08-14·MoneyAI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com On this episode of The Weekly Wrap, Steve Eisman examines the biggest risks facing the AI boom, with a focus on Anthropic and OpenAI and their growing importance to the hyperscalers. He also discusses investing in uncertain…
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What people are saying
“I’d like to see you interview Ed Zitron on Anthropic and OpenAI profitability. It’s hard to see how they can possibly make enough money to justify a trillion dollars in capex.”
““They may look old, established and easy to take on, but they will defend to the death to protect their turf” - Steve Eisman. So true Mr Eisman, if I were a business school professor teaching students about “Moats”, I would use Visa and Mas…”
“Glad to see your hair so long Steve, and great Wrap, as always! Cheers from Costa Rica!”
“This is fast becoming one of my favourite podcasts. Solid analysis, neither hype nor doom&gloom, not selling anything.”
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