Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

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On this episode of The Weekly Wrap, Steve Eisman breaks down the economy’s growing dependence on AI spending. He explains why OpenAI could be the Achilles’ heel of the AI trade, and what its potential failure could mean for the broader economy. Plus, Steve discusses Meta’s latest settlement, where investors could find safety, and more.

00:00 - Intro

02:53 - War, Oil, & Interest Rate News

03:48 - The Dystopian AI Ending, CapEx, & OpenAI

16:41 - Nvidia

18:33 - OpenAI's ARR

19:38 - Meta

22:22 - Book Recommendations

22:56 - Outro

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