SCOUT· 35%31m·2026-10-30·MoneyAnthropic’s Growth is Slowing: Is AI Capex Next? | 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 digs into Anthropic’s newly released S-1 and notes that revenue growth fell from 147% in Q2 to 45% in Q3 as tokenmaxxing ended. He then walks through an earnings week in which…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 54%
- Community
- 10%
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“Don't go on Kalshi folks! You will lose money and stress yourself out, just a matter of time. I hope Steve drops this sponsor.”
“I’m a little disappointed in the Kalshi ad, but thanks for all the great content”
“Oh no they got to Steve Eisman too! Damn you Kalshi!! I know everyone has to to pay the bills, but c'mon Steve - you're better than that!”
“Brother the kalshi ad is not it... watch every week may stop if you continue.”
More from The Real Eisman Playbook
See all episodes →
Similar episodes from other shows
More like The Real Eisman Playbook →
Steve Eisman: One Company Could Break The AI Boom
69%Monologue: Anthropic Slows Down
Anthropic $900B, BuzzBallz Boom & Private Credit Warning Signs
Anthropic's IPO Could Raise $100 Billion. Here's What's Really in the S-1 | Stock Club 334
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.