"Big Short" Investor Steve Eisman Highlights the Biggest Risk to AI Stocks Right Now
Key PointsOpenAI and Anthropic might be at risk of declining demand if companies cut back on “tokenmaxxing.”
Two firms at the forefront of the artificial intelligence (AI) sector are grabbing the attention of investors: OpenAI and Anthropic. Both are private, pre-IPO startups, though Anthropic has recently filed an IPO prospectus. In an interview with Ritholtz Wealth Management's The Compound and Friends, veteran investor Steve Eisman highlighted the biggest risk to the AI stock boom. Eisman believes that a price war between OpenAI and Anthropic could pose a significant threat to the AI stock market.
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