Why Steve Eisman Isn't Buying Anthropic's IPO artwork
Prof G Markets

Why Steve Eisman Isn't Buying Anthropic's IPO

Oct 28, 2026 · 35 min

Ed Elson is joined by Steve Eisman to get his takeaways from Anthropic’s S-1, including what data points he thinks investors should focus on and what he makes of the company’s corporate governance structure. Then, Prof G Media’s own Dan Chiolan joins to break down the winners and losers in the autonomous vehicle race. Finally, Ed explains why he thinks the Anthropic IPO is misunderstood.  St…