Steve Eisman on Anthropic IPO: AI infrastructure hype echoes dot-com era Cisco
musha68k · hn · 2026-10-31
In a YouTube interview, 'Big Short' trader Steve Eisman weighs in on Anthropic's IPO, arguing the AI infrastructure buildout is overheated and comparing today's winners to Cisco during the dot-com bubble — infrastructure players may prove overvalued while the application layer's real beneficiaries remain unclear.
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