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CNBC Finance · Aug 13, 2026 2:43 PM EDT AI

'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.

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

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