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Benzinga
Benzinga
Business
Daragh Thomas

'Big Short' Investor Steve Eisman Says AI Has an 'Achilles' Heel' — But It's Too Early to Short the Boom

Steve Eisman OpenAI Anthropic Nasdaq IPO Polymarket United States
Claude,By,Anthropic,And,Chatgpt,By,Openai,Mobile,Icon,App

“Big Short” investor Steve Eisman says the AI boom has an “Achilles’ heel”: its enormous dependence on OpenAI and Anthropic.

But he isn’t ready to short the AI boom yet, because investors lack what he had before betting against subprime mortgages: evidence the breakdown has actually begun.

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