The Real Eisman Playbook

• Are We Building an AI Future We Can't Power?

  In this episode of The Real Eisman Playbook, Steve Eisman interviews Sami Badri, Head of Investor Relations at Cisco, discussing the evolution of the tech landscape from 2015 to the present. They explore the rise of cloud computing, the significance of NVIDIA's chips in the AI revolution, and the development of large language models. The discussion also touches on the current state of the tech ecosystem, including the impact of AI on businesses and the challenges companies face in utilizing their data effectively. This conversation delves into the current landscape of AI infrastructure, focusing on Nvidia's dominance in the GPU market, the challenges of building AI systems, and the evolving dynamics of enterprise spending. The discussion also highlights the critical energy requirements for AI development and Cisco's strategic positioning in the market as it adapts to new technological demands. 00:00 Introduction to the Tech Landscape 03:50 The Evolution of IT and Cloud Computing 11:50 The Rise of NVIDIA and AI Revolution 18:50 Understanding Large Language Models and Their Impact 25:40 The Current Tech Ecosystem and Future Trends 29:00 The GPU Race and Nvidia's Dominance 31:40 Building AI Infrastructure: Beyond GPUs 35:30 Enterprise Spending Trends and AI Integration 38:35 The Energy Challenge in AI Development 47:46 Cisco's Evolution and Market Positioning    Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman

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• Market Resilience Amid Multiple Challenges - The Friday Market Wrap!

  In this weekly wrap, Steve Eisman discusses the current state of the market, highlighting the decline in the S&P 500 and NASDAQ, the significant drop in China's exports to the US, and the implications of ongoing trade negotiations. He also covers inflation metrics, company news including Warner Brothers' restructuring and Apple's position in AI, and the geopolitical tensions arising from the Israel-Iran conflict. The conversation delves into the causes of financial crashes and the challenges of spotting bubbles, while advocating for a balanced approach to regulation in capitalism. 00:00 Market Overview and Trade Dynamics 03:30 Inflation Insights and Company News 06:45 Geopolitical Tensions and Market Reactions 09:45 Understanding Financial Crashes and Incompetency 15:45 Regulation in Capitalism and Future Outlook    Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.   Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman

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