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.
Eisman argued that Chinese lab Moonshot AI is undercutting US frontier-model developers by enough to threaten a price war.
Kimi K3 charges $3 per million input tokens, compared with $5 for OpenAI’s GPT-5.6 Sol and $10 for Anthropic’s Claude Fable 5.
