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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.

Published 03 Nov 2026Free

Agents will compress bank multiples as AI revenue nears $170 billion

Jordy Visser, founder of Visser Labs, tells Julia La Roche why AI is the only macro that matters, how agents threaten banks, and why crypto is his 100-to-1 bet.

Published 23 Oct 2026Free