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They discuss where we stand with AI compared to where we were a year ago, how specific companies like Google & Oracle have faired, and how the political pressure surrounding data centers has factored in. \n\n00:00 - Intro \n02:11 - Where We Stand with AI Right Now\n07:04 - Counterarguments Against AI\n16:51 - Palantir\n20:35 - Google\n24:16 - Apple\n26:18 - Oracle\n31:42 - Winners & Losers\n45:54 - Data Centers & Politics\n50:06 - Outro\n\nSubscribe \ud83d\udc49\ud83c\udffbhttps:\/\/www.youtube.com\/@RealEismanPlaybook?sub_confirmation=1\n\nConnect with Steve Eisman and access all things The Eisman Playbook:\n\ud83c\udf10 https:\/\/linktr.ee\/realeismanplaybook\n\u2192 Follow on socials, watch episodes, and get the latest updates \u2014 all in one place.\n\nDisclaimer: 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.\n\nBefore 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 \u2018The 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.\n\nCopyright \u00a92026 Steve Eisman\n\n#wallstreet #finance #businessnews #investing #businesspodcast #investment #financepodcast #stockmarket #ai #artificialintelligence","thumbnailUrl":["https:\/\/i.ytimg.com\/vi\/SWEzkOMe4tY\/default.jpg","https:\/\/i.ytimg.com\/vi\/SWEzkOMe4tY\/mqdefault.jpg","https:\/\/i.ytimg.com\/vi\/SWEzkOMe4tY\/hqdefault.jpg","https:\/\/i.ytimg.com\/vi\/SWEzkOMe4tY\/sddefault.jpg","https:\/\/i.ytimg.com\/vi\/SWEzkOMe4tY\/maxresdefault.jpg"],"uploadDate":"2026-07-27T16:00:09+00:00","duration":"PT51M56S","embedUrl":"https:\/\/www.youtube.com\/embed\/SWEzkOMe4tY","publisher":{"@type":"Organization","@id":"https:\/\/www.youtube.com\/channel\/UCzQ2FFVe7m8yIgzXMZtlSjg#Organization","url":"https:\/\/www.youtube.com\/channel\/UCzQ2FFVe7m8yIgzXMZtlSjg","name":"Steve Eisman","description":"The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you're a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. 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