
The Next Revolution: AI, Advertising, and the Collapse of Old Media
Published 10/20/2025

Published 10/20/2025
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…