The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap
24 minutes Posted Jun 5, 2026 at 8:18 pm.
Intro
Why the SpaceX Valuation is Crazy
Anthropic's Future IPO
OpenAI Sued & AI Addiction Concerns
Agentic AI & Hidden Costs
Microsoft Moves to Token-Based Pricing
Nvidia Enters the PC Market
Overall Market Thoughts
Homebuilding Sector Update
Private Credit Updates
Earnings: Palo Alto & Broadcom
Mailbag: Owning or Renting a Home
Outro
0:00
24:50
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Show notes
On this episode of The Weekly Wrap, Steve Eisman revisits his SpaceX analysis and explains why he's skeptical about the company's valuation. He also covers Microsoft's move to token-based pricing for GitHub Copilot, addiction lawsuits against OpenAI, Nvidia's entrance into the PC market, and why private credit redemptions are now spreading from credit funds into the broader alternatives space. He also answers a mailbag question regarding whether or not now is a good time to buy a home.
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