The A.I. Daily
Eisman warns OpenAI collapse could trigger immediate US recession
Investor Steve Eisman, known for betting against subprime, said on a podcast that OpenAI has become "systemically important": if it went bankrupt tomorrow, the US economy would fall into recession immediately. He cited huge capex commitments by cloud, chip and infrastructure firms backing the AI boom, warning that weakening AI demand would ripple through suppliers, and flagged potential price-war pressure inside the industry.