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Sep 26, 2026 Steve Eisman, former hedge fund manager and short seller, has become one of the more prominent critics of the AI phenomenon that is sweeping the markets and, according to some, endangering the world. Yet Eisman, who initially shot to fame for his trades in the 2008 financial crisis and his subsequent portrayal in Michael Lewis’ “The Big Short,” is hesitant to commit capital to his AI criticism. “I am not ready to make a big short call here,” he told me. For now, he’s paying a lot of attention to Nvidia, the mother of the AI trade, and its relationship supplying chips to Anthropic and OpenAI. “It’s like the entire chain is dependent upon two companies that lose a ton of money,” he said. He’s waiting to see if OpenAI does actually go public anytime soon: “When you’re a company that bleeds cash—like these companies bleed cash—narrative is very important because you’ve got to raise money all the time.” So if OpenAI keeps delaying its IPO, that might be the catalyst for him to make a short call on AI, Eisman said. Read the full article Why Wall Street’s Big, Bad Bears Aren’t Ready to Bet Against AI Yet By Michelle Celarier A message from Everpure The biggest AI bottleneck isn't your model. It's the data behind it. When systems are fragmented, AI falls short of its potential. Everpure unifies your data so you can see it, understand it, and control it from one place—putting clean, AI-ready data right at your fingertips. Get real results from your AI. Related articles Jane Street-Linked Data Center Debt Sours By Dakin Campbell Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO By Cory Weinberg, Valida Pau and Julia Hornstein How Nvidia Is Trying to Solve the Data Center Power Bottleneck By Phoebe Liu Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next By Eric Bellomo Follow us Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103