SCOUT· 56%40m·2026-11-09·MoneyMy Brutally Honest Thoughts About the AI Bubble
Sign up for The Real Eisman Playbook Premium at http://www.steveeisman.com On this episode of The Real Eisman Playbook, Steve Eisman examines how dependent the entire AI investment boom has become on just a handful of companies, and why their failure to deliver could tip the US into recession and trigger a large…
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What people are saying
“As an engineer the _type_ of data centers we are building perplexes me. While training LLMs is largely coupled to NVIDIA because of their unrivaled cross-rack memory-pooling technologies - inference is not coupled to NVIDIA whatsoever. The…”
“Thanks for jumping directly into your well written and well presented information. No theme song and no "coming up" teaser. Ain't nobody got time for that.”
“I'm glad you've uploaded this on your YouTube channel too. I'm a substack subscriber, but YouTube is so much better for watching your videos.”
“The realistic version of the doomsday scenario is that AI simultaneously exposes and creates security flaws widespread across the internet to such a degree that the thing we've become completely dependent on stops working.”
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