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Steve Eisman warns AI boom relies heavily on OpenAI and Anthropic
Steve Eisman says OpenAI and Anthropic generate 70% of AI revenue for major hyperscalers, calling this concentration Big Tech's Achilles' heel.
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cnbc.com
'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic.
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qz.com
Steve Eisman warns AI boom depends on OpenAI and Anthropic
Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle
