Story thread · 2 reports / 2 sources
Big Short Investor Issues AI Warning: ‘70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble’
247wallst.com · 3h · first report
How the coverage leans
Across 2 sources · syndicated copies counted once
Steve Eisman, the money manager who shorted subprime and was portrayed by Steve Carell in The Big Short, warned on his September 21 podcast that the AI trade rests on dangerous concentration. “70% of AI revenue of the hyperscalers is just from OpenAI and anthropic,” he said [sic], which amounts to about 25% to 35% […]
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