"...manufacture a crisis..."

So true Steve Eisman !

"But the idea that this whole terminator thing is nonsense. So I think some completely different is going on. And what I think is happening is that token maxing is over. The open weight models are taking big market share. I think these companies are very nervous. They realize that there are no moats around their business whatsoever, and they're trying to manufacture a crisis that will create regulation and that they think they can then manipulate to create the moats to create the duopoly that they want!"

⚠️ Moreover Investors should seriously consider the possibility that OpenAI and Anthropicpic could become the AI sector’s equivalent of the 2008 subprime loans.

⚠️ The entire AI value chain, from NVIDIA, the hyperscalers, to the model labs, is structurally concentrated on the future solvency of OpenAII and Anthropicopic, because these two firms represent a disproportionately large share of the sector’s forward‑loaded compute commitments and capex expectations. 

🚨 If either of them stumbles, the chain doesn’t simply weaken; it structurally breaks. And between the two, OpenAI is the more fragile entity, which is likely one of the reasons its IPO was quietly pushed back.

👉 Watch these two companies, OpenAI and Anthropic as the leading indicators of an AI boom turning into an AI bust !

P.S. Watch out Oracle too !