The AI Boom's Hidden Vulnerability Steve Eisman's recent warning about the AI industry's dependence on OpenAI and Anthropic has sparked a much needed conversation about the sustainability of the current boom.
As an investor who famously bet against the housing market before the 2008 crisis, Eisman's concerns should not be taken lightly.
The two companies account for a significant percentage of AI related revenue among tech giants like Microsoft, Amazon, and Alphabet.