Eisman Says AI Labs Lack Moats, Stoking Crisis to Win Regulation

Big Short investor Steve Eisman told CNBC that AI labs' doom narratives are nonsense: aware they lack moats as token-maxing gains fade, big AI firms are manufacturing a crisis to secure regulation they can shape into a duopoly.

2026-09-18 ~ 2026-09-18 · 2 related posts

• Steve Eisman: AI firms have no moats and are manufacturing a crisis to shape regulation — GaryMarcus · 2026-09-18
• Big Short's Steve Eisman: AI labs have no moats and are manufacturing a crisis for a regulatory duopoly — aiamblichus · 2026-09-18