Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap

On this episode of The Weekly Wrap, Steve Eisman breaks down the explosive SpaceX IPO, growing concerns around AI economics, and the emerging bull and bear cases for the AI sector. He also examines the Iran situation, private credit stress, and Anthropic's setback with the U.S. government. Plus, Steve answers mailbag questions on inflation, European markets, and the legal debate surrounding addiction-based business models.

00:00 - Intro

01:44 - Iran War Updates

02:29 - Kevin Warsh's First Fed Meeting

02:44 - SpaceX Goes Public

03:18 - Homebuilders

04:02 - Private Credit Updates

04:20 - Anthropic Gets Shut Down

06:10 - Where We Stand with AI

12:25 - Fiserv

13:40 - Fox Buys Roku

14:15 - Mailbag: Inflation

15:15 - Mailbag: Suing Addiction Models

16:25 - Mailbag: European Stocks & Bonds

18:40 - Outro

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