World Model · podcast knowledge graph

Steve Eisman: One Company Could Break The AI Boom

2026-10-02 · 51 min · 11 entities

episode page audio

Asserted relationships

  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → hosted by Vox Media Podcast Network company
    0.40
    evidence rules-v5
    Feed author/publisher: Vox Media Podcast Network
  • → hosted by Prof G Media & Vox Media company
    0.40
    evidence rules-v5
    Feed author/publisher: Prof G Media & Vox Media

Entities found in this episode

companys 6

  • mentioned Vox Media Podcast Network company
    0.70
    evidence rules-v5
    Feed author/publisher: Vox Media Podcast Network
  • mentioned Prof G Media & Vox Media company
    0.70
    evidence rules-v5
    Feed author/publisher: Prof G Media & Vox Media
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • hosted by Vox Media Podcast Network company
    0.40
    evidence rules-v5
    Feed author/publisher: Vox Media Podcast Network
  • hosted by Prof G Media & Vox Media company
    0.40
    evidence rules-v5
    Feed author/publisher: Prof G Media & Vox Media

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • 0.42
    evidence rules-v5
    Steve Eisman: One Company Could Break The AI Boom
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

websites 2

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
Episode description as stored
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. Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices