Michael Burry, every mention
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every year anyone Harry Stebbings 13Sebastian Siemiatkowski 1
Verbatim, from the transcripts: the passages where Michael Burry comes up
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 1:03:25 Sebastian Siemiatkowski And I am, you know, I happen to have this amazing conversation with Michael J.
- ▶ 1:07:20 Harry Stebbings Were there any other takeaways from your conversation with Michael Berry? 3 times in the scene
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 7:31 Harry Stebbings Listen, I want to discuss Michael Berry, uh, famed for big short, pulls another big short, a big short from Michael Berry this time, 1.1 billion dollars short on Nvidia and Palantir, had some pretty significant ramifications on market. 10 times in the scene