Steve Eisman, known from “The Big Short,” says he is hedging rather than taking a single, clear net-short position tied to AI-related trades. He says he has shorted against many positions but is not net short, and points to recent developments involving Anthropic’s filing and Google results as part of his assessment.
Both outlets frame Eisman’s comments around the idea that AI markets are nearing a potential “tipping point,” but they emphasize different implications. Quartz highlights specific signals he cites, including Anthropic-related information and Google’s results. CNBC instead focuses on his shift toward a more conservative portfolio approach, underscoring his view that a disruptive AI downturn would likely affect broader markets even if he is not positioned in one extreme way.
