On this episode of The Real Eisman Playbook, Steve Eisman is joined by two guests, Craig Moffett and Michael Nathanson from MoffettNathanson. They discuss Apple’s lack of an AI strategy, why Cable stocks are such a disaster, the demise of traditional Ad agencies, the rise of youth unemployment because of AI, the need for streaming consolidation and why Verizon suddenly fired its CEO.
00:00 - Intro
01:50 - Google & Apple
12:05 - AI in Your Head
13:50 - Comcast, Charter, & The State of Cable
27:18 - Wireless: T-Mobile & Verizon
34:28 - Advertising & AI
45:15 - David Ellison & Streaming Consolidation
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