News‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom Posted on August 13, 2026 by budd87309@gmail.com Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. budd87309@gmail.com Cisco shares slide 9% despite earnings beat and stronger-than-expected guidance Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say
