https://serfdomalley.com/videos/watch/6b38870f-8ebe-40e9-bb01-0673de9fc145 Steve Eisman (of The Big Short) is raising the warning sign on AI. OpenAI and Anthropic have committed to hundreds of billions of spending at the hyperscalers (Google, Amazon, Microsoft etc), but where does the money come from? In this interview Steve reveals all. Steve's channel: https://www.youtube.com/@RealEismanPlaybook/videos ★ ★ THE NEW MONEY STRATEGY ★ ★ Order Link: https://thenewmoneystrategy.my.canva.site/preorder ★ ★ LEARN TO INVEST ★ ★ Get started investing on the right foot with our step-by-step investing courses: https://newmoney.education/ ★ ★ CONTENTS ★ ★ 0:00 AI's Concentration Risk 10:50 Chinese Competition 13:30 Manufactured Hysteria 16:00 No Moats 18:38 Changing Business Models 21:50 Michael Burry's Thesis 24:00 AI's Power Problem 30:34 How to Invest in AI 34:35 How Steve Invests 36:20 US Debt 37:45 Interest Rates 39:00 Bessent's Buyback Plan 39:49 Owning Precious Metals 40:20 Bitcoin 41:37 Investing Outside the US 42:20 The US Taking its Medicine My Podcast: https://www.youtube.com/c/TheYoungInvestorsPodcast Brandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative (Number 1305795) of Guideway Financial Services Pty Ltd, AFSL Number 420367. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's Financial Services Guide available from https://guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns. Contact email: hello@newmoney.contact Note: I do not have the ability to answer all emails, but know that each email is read. If enquiring about sponsorship, New Money is currently only seeking sponsorship from established brands. Wed, 14 Oct 2026 03:57:46 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://serfdomalley.com https://serfdomalley.com/client/assets/images/icons/icon-512x512.png https://serfdomalley.com/videos/watch/6b38870f-8ebe-40e9-bb01-0673de9fc145 All rights reserved, unless otherwise specified in the terms specified at https://serfdomalley.com/about and potential licenses granted by each content's rightholder.