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CNBC

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Thursday, August 13, 2026


Steve Eisman stated that the artificial intelligence industry has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic.

Original reporting: https://www.cnbc.com/2026/08/13/big-short-investor-steve-eisman-sees-an-achilles-heel-in-the-ai-boom.html

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