PERSON DIRECTORY
Steve Eisman
Steve Eisman appears in 2 indexed conversations across New Money, The Compound. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
How OpenAI Could Cause a US Recession | TCAF 264
Josh BrownMichael BatnickSteve Eisman
Steve Eisman says an OpenAI failure could trigger a US recession, though probably not one on the scale of 2008; this remains hypothetical.Five customers account for 70% of Nvidia’s accounts receivable, while OpenAI represents roughly half of Oracle’s backlog; cheaper models could pressure AI labs’ pricing.Financing stress may shift infrastructure growth toward Amazon, Alphabet and Microsoft, while questions about AI investment risk remain unresolved.
'Big Short' Investor Explains How the AI Bubble Will Burst
AI’s immediate risk is concentration: Nvidia revenue rose roughly 110%, while 70% of accounts receivable came from five customers and OpenAI and Anthropic generated 70% of hyperscaler AI revenue.OpenAI’s roughly $6.5 billion quarterly revenue trails $12 billion in costs, highlighting a circular funding chain; with no durable LLM moat, Eisman favors picks-and-shovels while monitoring correction risk.