NewsDialy
When a broad investment boom narrows to where its outcome depends on a handful of companies, that exposure has a name: concentration risk.
The term means that despite apparent activity across a sector, the real outcomes flow through a small number of players.
Steve Eisman, known publicly as the 'Big Short' investor, is now applying that concern to artificial intelligence.
His warning is that the AI boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic.
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