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How OpenAI Could Cause a US Recession | TCAF 264
Josh BrownMichael BatnickSteve Eisman
Steve Eisman says an OpenAI failure could trigger a US recession, though probably not one on the scale of 2008; this remains hypothetical.Five customers account for 70% of Nvidia’s accounts receivable, while OpenAI represents roughly half of Oracle’s backlog; cheaper models could pressure AI labs’ pricing.Financing stress may shift infrastructure growth toward Amazon, Alphabet and Microsoft, while questions about AI investment risk remain unresolved.