The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
30 minutes Posted Aug 14, 2026 at 8:16 pm.
Intro
Iran War Updates
Investing Now in Uncertain Times
AI Check In
Timing is Everything
Software Check In
Earnings: CoreWeave, Cisco
Entrenched Businesses vs Upstarts
Outro
0:00
30:29
Download MP3
Show notes
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On this episode of The Weekly Wrap, Steve Eisman examines the biggest risks facing the AI boom, with a focus on Anthropic and OpenAI and their growing importance to the hyperscalers. He also discusses investing in uncertain markets, the battle between upstarts and established businesses, the future of software, and why he thinks Bitcoin has lost its edge.
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