🔥LATEST: “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 .
He estimates the two startups generate roughly 70% of AI revenue and up to 35% of cloud revenue at $MSFT , $AMZN , $GOOG, and $ORCL .