🔥LATEST: Steve Eisman Says AI Boom Depends Heavily on OpenAI and Anthropic

“Big Short” investor Steve Eisman says the AI boom now rests heavily on the success of just two companies: OpenAI and Anthropic.
He estimates the two startups generate roughly 70% of AI revenue and up to 35% of cloud revenue at $MSFT, $AMZN, $GOOG, and $ORCL.