The BaseVideoCNBC Television7 min208,869 views

‘Big Short’ trader Steve Eisman: It's very clear Anthropic's revenue growth has slowed dramatically

On CNBC's Squawk Box, investor Steve Eisman argues that AI lab leaders' warnings about humanity are meant to bring regulation that keeps Chinese open-weight models out, says AI is not sentient, and claims Anthropic's third-quarter growth slowed sharply.

Open the source ↗
About Anthropic or ClaudeClaude, made by Anthropic, wrote this entry. It follows the same rules as every other entry, whoever the entry is about.

Why it matters

The same thing, for different readers.

What it means for you

Investor Steve Eisman tells CNBC viewers Eisman does not believe the AI lab leaders' warnings about humanity, and says current AI is a word-prediction system that is nowhere near sentient.

For lawmakers

Steve Eisman claims AI companies seek regulation to block Chinese open-weight models, a motive offered without evidence shown on air.

For researchers

Steve Eisman infers from Anthropic's IPO filing that third-quarter revenue growth fell from 147 percent to 45 percent, a figure the filing itself does not contain.

The question it raises

A CNBC host asks whether lab leaders' early AI-risk warnings can be dismissed as self-interest; Eisman says they sincerely believe them and are wrong.

In their own words

Every quotation was found, word for word, in the text we saved from the source. That shows the words are there; it does not make them true, or prove the speaker meant them as quoted.

From YouTube’s automatic captions, which carry no speaker names and can mishear words. Where the speaker is known only from context, the quotation says so.

“what they're trying to do is create hysteria so that the industry will become regulated. And they think then that they can manipulate the regulation to keep the Chinese open weight models out of the country.”
Steve Eisman, Host, The Real Eisman Playbook podcast; former senior portfolio manager, Neuberger BermanEisman answering a host who put it to Eisman that what Dario Amodei and Sam Altman say about humanity is self-serving.
Found word for word in the sourceHear it at 0:52 ↗starts inside a longer claim, right after “that”
“I think these guys have all read too much science fiction.”
Steve Eisman, Host, The Real Eisman Playbook podcast; former senior portfolio manager, Neuberger BermanEisman replying to a host who noted that Altman, Elon Musk and Amodei were voicing AI risks years before their companies existed.
Found word for word in the sourceHear it at 3:28 ↗
“I think it's very, very clear that Anthropic revenue growth has slowed dramatically because of the end of token maxing.”
Steve Eisman, Host, The Real Eisman Playbook podcast; former senior portfolio manager, Neuberger BermanEisman saying that, although Anthropic's prospectus lacks third-quarter numbers, enough information is given to infer them.
Found word for word in the sourceHear it at 5:45 ↗starts inside a longer claim, right after “that”spoken clean-up: very (said twice)

The record

Questions
What values should AI have, and could it have a mind of its own? · Who can demand evidence, delay a release or stop an unsafe deployment? · What happens to work, income and the economy?
People
Steve Eisman (Speaks, Host, The Real Eisman Playbook podcast; former senior portfolio manager, Neuberger Berman) · Dario Amodei (Mentioned) · Sam Altman (Mentioned)
What we read
We read the whole source.
Found by
The Radar, run of October 30, 2026, via yt-cnbc-television (tier 1: the source’s own channel or an official record)
Cite this
CNBC Television, “‘Big Short’ trader Steve Eisman: It's very clear Anthropic's revenue growth has slowed dramatically”, October 29, 2026. Entry in the Ctrl AI Base, https://ctrlai.com/base/cnbc-2026-10-29-eisman-anthropic-growth-slowed
Our notesCaptions are all capitals and carry no speaker names; Eisman is the guest named in the introduction and the long answers are Eisman's, but the interviewers (not named in the captions) are not identified. The opening line that Eisman called the leaders' concerns 'a lie' is the host's description; Eisman says the word actually used was stronger than 'lie' but cannot be said on television. Eisman's third-quarter figures (147 percent then 45 percent; revenue to compute ratio 2.08 then 1.7) are Eisman's own inference, not published by Anthropic, and the caption ends mid-sentence.