Eisman sees AI capex chain hinging on OpenAI and Anthropic
Steve Eisman, who bet against subprime, argues the AI capex behind half of US growth depends on two money-losing companies, while private credit risks look painful but not systemic.
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Eisman sees Anthropic's growth slowing against $800 billion of commitments
Steve Eisman reads Anthropic's S1 and a week of weak tech earnings as evidence the AI token-maxing boom is fading while commitments, debt costs and power constraints mount.
Eisman: 70% of hyperscaler AI revenue rests on two labs
Investor Steve Eisman argues AI's chain from Nvidia to Oracle depends on two cash-burning labs without moats, yet admits he cannot say whether this is a bubble.