The Real Eisman Podcast

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AI's Growing Risks: Capital Intensity, Token Pricing, and the Cracks Emerging in the AI Boom

Steve Eisman

Published on: 19/06/2026

Explore the growing risks facing the AI industry, from rising capital expenditures and token pricing backlash to increasing competition, regulatory concerns, and uncertain ROI for investors.

Google Raises $85 Billion and the Market Finally Wakes Up | AI Investment Analysis

Steve Eisman

Published on: 12/06/2026

AI infrastructure spending could reach $1 trillion this year, but investors are growing concerned about rising capital costs, shrinking margins, and the lack of competitive moats. Explore the risks and opportunities shaping the future of AI investing

Is the AI Boom Becoming Too Expensive? The Hidden Costs of Artificial Intelligence

Steve Eisman

Published on: 05/06/2026

Explore the rising costs behind the AI revolution, from token-based pricing and massive infrastructure spending to corporate AI adoption, valuation risks, and the future of sustainable AI growth.

SpaceX IPO, AI Stocks & Market Trends: Key Investment Insights

Steve Eisman

Published on: 28/05/2026

Explore the latest market trends, including the SpaceX IPO, AI's impact on software stocks, Salesforce and Dell earnings, geopolitical uncertainty, and investment opportunities in financial services.