Big Short's Eisman says AI labs have no moat

Big Short investor Steve Eisman called AI labs' safety fearmongering "nonsense," arguing they lack moats and are manufacturing a crisis to secure regulation entrenching a duopoly as the token-maxing era ends.

2026-09-18 ~ 2026-09-18 · 3 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
• Big Short's Steve Eisman: AI labs have no moats and are manufacturing a crisis to lock in a regulated duopoly — SumitGup · 2026-09-18