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The Real Eisman Playbook — Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
Buzzing ratingBUZZING· 72%26m·2026-09-04·Money

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

The Real Eisman Playbook

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the economy’s growing dependence on AI spending. He explains why OpenAI could be the Achilles’ heel of the AI trade, and what its potential failure could mean for the…

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What people are saying

“Hi Steve, just wanted to say, it's great to see the color is coming back to your face. You look healthy which is awesome to see.”

— @SamuelHauptmannvanDam · YouTube comment

“Sam Altman excluded their own CFO from key financial meetings. That's pretty much all you need to know about this company and it's CEO.”

— @namehere2121 · YouTube comment

“One of the things I look forward to Steve discussing is the competitive pricing of open source models. Steve said in an earlier episode that if Anthropic and OpenAI got into a price war with Kimi 3 they would lose. Today the New York TImes…”

— @SLO_Bro_VGC · YouTube comment

““Not yet” doing a lot of heavy lifting in this video 😭”

— @Ouvavou · YouTube comment

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