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Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
The Future of Payments
There have been many instances at this point of people coming out with revolutionary technology, often packaged under a very exciting name. How should investors think about that? I want to give you an example of a group that used to be hot and it is not: The payment space. And what's happened over the last several years is so much capital has gone into this space that they're basically killing each other.
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