Prof G Markets
Prof G Markets
Vox Media Podcast Network
Steve Eisman: One Company Could Break The AI Boom
51 minutes Posted Oct 2, 2026 at 8:15 am.
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Show notes
Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like. 
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