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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