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'Big Short' Investor Explains How the AI Bubble Will Burst
AI’s immediate risk is concentration: Nvidia revenue rose roughly 110%, while 70% of accounts receivable came from five customers and OpenAI and Anthropic generated 70% of hyperscaler AI revenue.OpenAI’s roughly $6.5 billion quarterly revenue trails $12 billion in costs, highlighting a circular funding chain; with no durable LLM moat, Eisman favors picks-and-shovels while monitoring correction risk.