‘We have a problem’: ‘Big short’ Eisman warns AI boom depends on OpenAI, Anthropic
- Posted on August 13, 2026
- By Financial Express
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- 1 min read
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‘We have a problem’: ‘Big short’ Eisman warns AI boom depends on OpenAI, Anthropic
Investor Steve Eisman warns the AI boom heavily depends on OpenAI and Anthropic, which drive much of the revenue for tech giants. He highlights risks from Chinese open models and concerns about AI spending returns.