Steve Eisman, a former hedge fund manager known for his role in the 2008 financial crisis, has expressed criticism of the AI phenomenon but is not ready to make a big short call. He is closely watching Nvidia and its relationships with Anthropic and OpenAI, noting that the entire chain depends on two companies that lose significant money. Eisman is also monitoring whether OpenAI will go public soon, suggesting that further delays could prompt him to act.
Related Articles
Don't miss out on breaking stories and in-depth articles.