Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
The Real Eisman PlaybookShow Notes
On episode 79 of The Real Eisman Playbook, Steve Eisman sits down with AI critic Gary Marcus to unpack the growing fears surrounding artificial intelligence, from rogue AI agents and cybersecurity failures to predictions of human extinction. They examine whether these companies are amplifying doomsday narratives to attract investment and shape regulation in their favor.
00:00 - Intro
01:10 - The AI Doomsday Narrative
17:30 - Anthropic & OpenAI's Motivations
20:48 - Recent Changes
26:32 - Hacking Scandals
34:40 - Are Anthropic & OpenAI Manufacturing Hysteria?
36:11 - Gary's Speech at the UN
43:40 - Closing Thoughts
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On episode 78 of The Real Eisman Playbook, Steve Eisman sits down with Krishna Guha, Evercore's Fed watcher, to break down why the ten-year yield has marched from 4.5% to over 5%. He explains that it's a perfect storm of AI debt issuance crowding out Treasuries, war-driven oil prices, the massive deficit, and Kevin Warsh's deliberate withdrawal of the forward guidance guardrails that previous Fed chairs used. They also discuss Scott Bessent's bond buyback program and close with a fun ranking of Fed chairs.
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