Teahose.
SIGN IN
NEW HERE — WHAT TEAHOSE DOES
We read the entire AI & tech firehose — so you don't have to.
PODPodcastsAll-In, No Priors, Acquired…
NEWNewslettersStratechery, Newcomer…
PAPPapersarXiv · Physical AI
PHProduct Huntdaily launches
VCInvestor ScoutSequoia, a16z, Benchmark…
CLAUDE DISTILLS →
7 reads, 30 sec each — free, 6 AM ET.
+ a live graph of the companies, people & themes underneath.
HOME/PEOPLE/STEVE EISMAN
// PERSON

Steve Eisman

ROLE INVESTORMENTIONS 1LAST SEEN JUNE 9, 2026
// BIO

Investor famous for 'The Big Short' trade who issued a bearish warning on SpaceX's IPO.

// RECENT MENTIONS
// SIGNALS
1 SIGNAL
01
mention·StrictlyVC·JUNE 9, 2026

Capex has risen from 42% of revenue in 2023 to 215% in the most recent quarter.

AI-extracted from podcast / newsletter / paper summaries. May contain errors.

// 06:00 ET DAILY · FREE
Track who’s shaping AI & tech.
Tomorrow’s 7 things from the AI & tech firehose, distilled, before your first meeting.
← BACK TO HOMEOne click unsubscribe

Daily Summaries

Steve Eisman · Investor — 1 mention on Teahose