November 28, 2025

Google Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly Wrap

23 minutes

On this episode of The Weekly Wrap, Steve Eisman breaks down a wild week in the market as Google's Gemini 3 passes OpenAI. Steve discusses how the AI battle compares to the railroad revolution, Dell's earnings, Michael Burry's warnings, and the emerging power crisis that could break the AI boom.

00:00 - Intro

01:15 - The Market Rallies Back

02:03 - Dell

03:55 - Google Catches Up to OpenAI

09:30 - The Binding Constraint & How It Pertains to AI

17:26 - Mailbag

20:51 - Outro

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