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Benzinga
Benzinga
Business
Daragh Thomas

Steve Eisman Says He'd Be 'Petrified' Running OpenAI or Anthropic as Cheap Chinese Models Threaten Price War

Steve Eisman OpenAI Anthropic Dan Ives Moonshot
Artificial,Intelligence.,Electronic,Chip,With,Ai,Abbreviation,On,Circuit,Board,

Steve Eisman says he wouldn’t want to run OpenAI or Anthropic right now, and with both labs preparing to go public, the timing stings.

On the latest Real Eisman Playbook, the investor made famous by “The Big Short” pressed tech bulls Dan Ives and D.A. Davidson’s Gil Luria on whether AI model companies have any moat at all.

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