{"ok":true,"trend":{"id":1015140,"platform":"news","region":"global","key":"eisman: the real ai risk is openai, not chip depreciation","title":"Eisman: The real AI risk is OpenAI, not chip depreciation","url":"https://news.google.com/rss/articles/CBMioAFBVV95cUxPczB6ZFNwMlJfWnJfNzA1YWVDRjhWVXNSbFVVd3BIMzVVTElBcUZKb2RkM3Q2bzNYVW1rSG5kdWd5cXN4MFRTdV9WNU9fR0JSM1ZjNkNtRE5WMVF1TEIyZTlRVTN1Ulh3NG5FMmcyalJPaV90dFVpOVhVREJwRVNJYlVVWVVVZkk2M1llVFZ3MTNudy1kUTNUY25nY3lJSURy?oc=5","first_seen":"2026-10-04T18:21:28.785137Z","last_seen":"2026-10-04T21:05:50.929839Z","last_rank":37,"peak_rank":37,"last_volume":null,"peak_volume":0,"seen_count":2,"score":0.5946875,"category_hint":"ai","section":"technology","category":"ai","summary":"Steve Eisman, the investor known for his bet against subprime mortgages before the 2008 financial crisis, says the biggest risk in the current AI boom is not chip depreciation but OpenAI. His argument reframes the debate about AI spending, pointing to the concentration of value and expectations around one company rather than hardware costs.","why":"Investors are debating whether AI valuations are sustainable, and Eisman's contrarian warning about OpenAI adds to concerns about a possible bubble.","tone":"neutral","entities":["Steve Eisman","OpenAI","AI industry"],"summarized_at":"2026-10-04T18:25:06.816632Z","meta":{"via":"scan","lang":"en","term":"llm","source":"Dealroom","published":"Sun, 04 Oct 2026 15:10:54 GMT"},"nw":null,"promo":null,"kind":null,"importance":null,"hidden":false,"hide_reason":null,"judged_at":null,"title_en":"Investor Steve Eisman warns the real AI risk is OpenAI itself","section_name":"Technology","category_name":"AI","timeline":[{"captured_at":"2026-10-04T18:21:28.785137Z","rank":37,"volume":null},{"captured_at":"2026-10-04T21:05:50.929839Z","rank":37,"volume":null}],"posts":[{"platform":"news","url":"https://news.google.com/rss/articles/CBMioAFBVV95cUxPczB6ZFNwMlJfWnJfNzA1YWVDRjhWVXNSbFVVd3BIMzVVTElBcUZKb2RkM3Q2bzNYVW1rSG5kdWd5cXN4MFRTdV9WNU9fR0JSM1ZjNkNtRE5WMVF1TEIyZTlRVTN1Ulh3NG5FMmcyalJPaV90dFVpOVhVREJwRVNJYlVVWVVVZkk2M1llVFZ3MTNudy1kUTNUY25nY3lJSURy?oc=5","author":"app.dealroom.co","title":"Eisman: The real AI risk is OpenAI, not chip depreciation","snippet":null,"posted_at":"2026-10-04T15:10:54Z","likes":null}],"elsewhere":[],"window":"7d"}}