Video taking off 17x its usual first day

Steve Eisman: Anthropic's growth has "slowed dramatically"

The investor's CNBC interview challenges both the economics of the AI boom and executives' warnings about the technology.

Channel:

CNBC Television Story of October 30, 2026Trari Newsroom

Why this story? The video opened at a pace of 225,021 views a day, 17 times a normal first day on this channel (13,446).

‘Big Short’ trader Steve Eisman: It's very clear Anthropic's revenue growth has slowed dramatically

Things we can learn from the video

Press to jump

0:41Eisman argues that AI executives want regulation that would keep open-weight competitors out.
1:11He describes current AI as word prediction rather than a sentient entity.
1:54A panelist counters that prominent technology leaders warned about AI risks years earlier.
4:22Eisman argues that Anthropic and OpenAI lack durable competitive defenses.
5:03Discussing reported price cuts and unreleased quarterly numbers, he argues that Anthropic's revenue growth has slowed dramatically.
6:03He compares revenue with computing infrastructure expenses, arguing that the relationship shows declining efficiency.

"I think these guys have all read too much science fiction," Steve Eisman tells CNBC's Squawk Box. His skepticism extends well beyond predictions of sentient machines: he questions whether the companies powering the AI boom have businesses they can defend from competitors.

The interview drew roughly 186,000 views before its first day was over, far beyond CNBC Television's usual start for a regular video. The investor associated with The Big Short brings a blunt counterargument to a discussion often dominated by promises of transformation.

Eisman's central financial claim arrives late in the exchange. Citing reported price cuts and discussing Anthropic's unreleased quarterly numbers, he says its revenue growth has slowed dramatically. He then examines revenue relative to computing infrastructure expenses, arguing that the relationship is becoming less efficient. These are Eisman's assessments, not company results presented in the interview.

His broader concern is that Anthropic and OpenAI lack durable competitive defenses, what investors call "moats." That makes pricing pressure more consequential: building a widely used product is not the same as protecting its profitability.

The hosts also challenge his account of AI safety warnings. When Eisman argues that executives are encouraging regulation to exclude open-weight competitors, a panelist points out that prominent technology leaders were warning about AI risks years earlier. Eisman allows that they genuinely believe those warnings. He simply thinks they are wrong.

Published on Trari

Where next?

Also in Money, investing and businessVideo taking off 11x its usual first dayIntel's weak forecast jolts an already falling tech marketBloomberg's closing-bell broadcast puts the chipmaker's plunge alongside rising oil prices, a crypto shock and a few stocks moving the other way.Channel: Bloomberg Television · Story of October 31, 2026

A different discovery todayVideo taking off 47x its usual first dayDiane Sawyer's Patrick Stewart interview closes World News TonightThe October 29 edition also covers Alaska's Senate probes and a Pentagon firing, but its comment section belongs largely to the actor.Channel: ABC News · Story of October 31, 2026

Or follow us on Telegram

The facts

Channel: CNBC Television
Subscribers: 3,410,000
Channel views, last 7 days: 4,835,327
Channel views, pace per day: 812,314 (on a normal day: 717,729)
Video published: October 29, 2026
Video views so far: 186,155 (less than a day online)
Video views, pace per day: 225,021

The numbers

Eisman's interview drew an unusually large early audience for CNBC Television. Its comment section was also already much busier than a typical regular video's first day.

the video's first day

usual first day here

13,446

this video

225,021

subscribers

3,410,000

no significant change in the last 7 days

total views

2,698,131,118

views per day

812,314