Investing · Technology Big Short Investor Explains How the AI Bubble Will Burst Steve Eisman · New Money (Youtube) · October 2, 2026 The AI industry has catastrophic concentration risk: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI alone, and if either fails, the United States would enter a recession overnight. Read summary & transcript →
Investing · Technology What the AI Boom Looks Like from Inside Cisco with Sam Badri Steve Eisman, Sam Badri · The Real Eisman Playbook · September 28, 2026 Cisco’s revenue growth accelerated from a guided 5% to 18% in the latest quarter, and its fiscal 2027 guidance calls for 15% growth at the midpoint. Read summary & transcript →