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"Big Short" investor Steve Eisman: AI boom has an "Achilles' heel," but it's too early to short now
Eisman points out that the "Achilles' heel" of the AI boom lies in its heavy reliance on OpenAI and Anthropic. He states that these two companies contribute approximately 70% of AI revenue from Micros
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"Big Short" investor Steve Eisman: AI boom has an "Achilles' heel," but it's too early to short now
Eisman points out that the "Achilles' heel" of the AI boom lies in its heavy reliance on OpenAI and Anthropic. He states that these two companies contribute approximately 70% of AI revenue from Micros
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