Business

AI Investor Warns of Market Dependence

Updated 2026-08-13 13:40 UTC 1 source Negative

'Big Short' investor Steve Eisman warns that the AI boom is becoming increasingly dependent on just two companies: OpenAI and Anthropic. He sees this as a potential Achilles heel for the market.

Coverage timeline — 1 article

CNBC

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

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

2026-08-13 13:19 UTC