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Steve Eisman cautions AI growth tied to OpenAI and Anthropic

Key takeaways

  • Steve Eisman highlights the risks of Big Tech's dependence on OpenAI and Anthropic for AI revenue, suggesting potential instability if cheaper options emerge.
#AI#Big Tech#OpenAI#Anthropic

Analysis

Steve Eisman highlights the risks of Big Tech's dependence on OpenAI and Anthropic for AI revenue, suggesting potential instability if cheaper options emerge.

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