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The Next Revolution: AI, Advertising, and the Collapse of Old Media

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Manage episode 514743613 series 3669974
Content provided by Steve Eisman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Eisman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: 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. Before 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 ‘The 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.

Copyright ©2025 Steve Eisman

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 514743613 series 3669974
Content provided by Steve Eisman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Eisman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: 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. Before 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 ‘The 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.

Copyright ©2025 Steve Eisman

  continue reading

42 episodes

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