Benzinga(@Benzinga):“Big Short” investor Steve Eisman (@EismanPlaybook) says he’s cutting risk in AI, partially hedging four positions. His biggest concern is concentration: “If anything bad happens to [OpenAI or Anthropic] within the next year, everybody’s in trouble.”

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Benzinga@Benzinga

2026.10.02 18:01

“Big Short” investor Steve Eisman (@EismanPlaybook) says he’s cutting risk in AI, partially hedging four positions. His biggest concern is concentration: “If anything bad happens to [OpenAI or Anthropic] within the next year, everybody’s in trouble.”