Steve Eisman: AI firms have no moats and are manufacturing a crisis to shape regulation
GaryMarcus · x · 2026-09-18
In a CNBC interview, investor Steve Eisman (of The Big Short fame) said AI companies are 'very nervous' because they realize there are no moats around their business, and are trying to manufacture a crisis that will create regulation they can manipulate into the duopoly they want — a pointed critique of industry lobbying for AI regulation.
Related event: Big Short's Eisman says AI labs have no moat(3 posts)→
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