On this episode of The Weekly Wrap, Steve Eisman breaks down a wild week in the market as Google's Gemini 3 passes OpenAI. Steve discusses how the AI battle compares to the railroad revolution, Dell's earnings, Michael Burry's warnings, and the emerging power crisis that could break the AI boom.
00:00 - Intro
01:15 - The Market Rallies Back
02:03 - Dell
03:55 - Google Catches Up to OpenAI
09:30 - The Binding Constraint & How It Pertains to AI
17:26 - Mailbag
20:51 - Outro
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