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Steve Eisman: What If OpenAI Actually Fails?
Steve Eisman: What If OpenAI Actually Fails?
Steve Eisman has spent most of the years since the financial crisis being asked, in his words, to predict the end of the world. In his latest weekly wrap - recorded Thursday night as the 10-year brushed 4.8%, he says he's still not there on AI, but if he were - he lays out exactly how it would happen.
Eisman is not predicting that OpenAI fails - but it is the weak link in a chain that runs from two money-losing labs, through hyperscaler capex, to roughly half...
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