The Real Eisman Playbook/
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Steve Eisman hosts a debate on whether AI is still early-stage infrastructure spending or already heading into a valuation and ROI reckoning. Gil Luria and Dan Ives argue over winners and losers across chips, hyperscalers, software, and data centers, with Oracle, Google, Apple, Palantir, and Salesforce at the center.
