The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

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On episode 70 of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives and Gil Luria for a wide-ranging debate on the most important question in markets right now: has the AI trade fundamentally changed, and what does that mean for the stocks that dominate most portfolios? They discuss where we stand with AI compared to where we were a year ago, how specific companies like Google & Oracle have faired, and how the political pressure surrounding data centers has factored in.

00:00 - Intro

02:11 - Where We Stand with AI Right Now

07:04 - Counterarguments Against AI

16:51 - Palantir

19:09 - Google

22:50 - Apple

24:52 - Oracle

30:16 - Winners & Losers

44:28 - Data Centers & Politics

48:40 - Outro