Program and guest
A CNBC interview with guest Steve Eisman. Original English title: ‘Big Short’ trader Steve Eisman: It's very clear Anthropic's revenue growth has slowed dramatically. Subtitles cover the full video (approximately 6:37); this article covers the entire interview.
Key points
(The following paraphrases the guest’s original remarks; timestamp links lead to the corresponding points in the original video.)
- On hyperscalers and Anthropic: The relationship between hyperscalers and Anthropic is essential background for understanding Anthropic’s business model. 4:41
- On the prospectus: Anthropic’s prospectus sets out the relevant third-quarter figures, providing a direct basis for assessing the strength of its business. 5:27
- On slowing revenue growth: Anthropic’s revenue growth has slowed significantly, and this is very clear in the prospectus. 5:47
Background and notes
Subtitles cover the full video (approximately 6:37); this article covers the entire interview. The views and timestamps are based on the original subtitles, and each timestamp marks the start of the corresponding passage; the guest’s name follows the program description, which identifies him as Steve Eisman; the number of points reflects the short interview, without adding filler.