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'Big Short' investor Steve Eisman: Without AI, U.S. economy 'is not even growing 50 basis points'

'Big Short' investor Steve Eisman: Without AI, U.S. economy 'is not even growing 50 basis points'
business • 10/8/2025

Eisman said if you erase AI infrastructure spending from projected U.S. GDP growth for 2025, the economic picture exposes a struggling consumer.

The financial analyst best known for predicting the 2008 housing collapse—as made famous by the 2015 film “The Big Short”—said in a recent episode of The Real Eisman Playbook podcast that U.S. economy is a “tale of two cities:” While GDP growth may i... [3515 chars]