Michael Burry

person on 14 shows · 10 statements across 8 episodes · said 152 times in 47 episodes since 2017

All-In 48 TBPN 34 the Startup Ideas Podcast 20 Big Technology 19 20VC 14 Latent Space 4 Capital Allocators 3 Acquired 2 My First Million 2 Sourcery 2 Cheeky Pint 1 We Live to Build 1 the Neon Show 1 Catalyst 1

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All-In 48TBPN 34the Startup Ideas Podcast 20Big Technology 1920VC 14Latent Space 4Capital Allocators 3Acquired 26 more shows

2026 30 mentions in 16 episodes 2 per episode
2025 66 mentions in 14 episodes 5 per episode
2024 18 mentions in 6 episodes 3 per episode
2023 23 mentions in 4 episodes 6 per episode
2022 12 mentions in 5 episodes 2 per episode
2021 2 mentions in 1 episode
2017 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

10 statements about Michael Burry, every show

BIG TECHNOLOGY Assertion Supported
Siegler: Michael Burry Shorts Tech Over Server Depreciation Accounting
“Michael Burry you know, famously from Big Short has sort of talked about this as a reason why he's shorting a lot of these companies, because he believes that they're sort of doing funny money, funny math on, on a lot of these a lot of these schedules for Micr…”
M.G. Siegler Aug 10, 2026 ▶ 38:29 Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
LATENT SPACE Assertion Contradicted
Andreessen: Three-year-old Nvidia chips make more money today than when new
“The current models are getting better faster at such a rate that if you are running an NVIDIA, if you're running an NVIDIA inference chip today that's three years old, you're making more money on it today than you did three years ago. Because the pace of impro…”
Marc Andreessen Apr 3, 2026 ▶ 23:23 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
ALL-IN Assertion Not checkable as stated
Friedberg: Michael Burry is wrong about big tech hiding GPU depreciation
“Burry's implication that they are cooking the books or hiding accounting is completely false because all of the accounting Is apparent in the cash flow statement and in the balance sheet.”
David Friedberg Nov 22, 2025 ▶ 33:54 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
ALL-IN Opinion
Chamath: Michael Burry is not very good at investing
“I think we've given this guy way too much air time. He's not very good at what he does.”
Chamath Palihapitiya Nov 22, 2025 ▶ 34:56 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
ALL-IN Assertion Supported
Calacanis: Michael Burry deregistered his firm with the SEC
“He just deregistered his firm with the SEC.”
Jason Calacanis Nov 14, 2025 ▶ 0:19 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
ALL-IN Opinion
Friedberg: Michael Burry is wrong about hyperscalers cooking their books
“And I actually think Michael Burry's got this wrong.”
David Friedberg Nov 14, 2025 ▶ 8:34 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
TBPN Assertion Partly supported
Hays: S&P 500 up ~30% since Michael Burry tweeted 'Sell'
“I think the S&P is up like 30% since Michael Burry tweeted at the beginning of the year. Sell.”
Jordi Hays Dec 2, 2024 ▶ 57:39 How BILLIONAIRES dress for XMAS (ep17)
ALL-IN Assertion Not checkable as stated
Chamath: Michael Burry's reported $1.6B short position is likely a straddle
“So what he probably has on is what's called the short straddle. And what you don't have to disclose in these 13 Fs is the other side of the trade where you're short a call. And so I suspect that's what that is. So this is a big much ado about nothing.”
Chamath Palihapitiya Aug 18, 2023 ▶ 55:40 E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
STARTUP IDEAS Assertion Not checkable as stated
Michael Burry tracker converted 140K followers into 350 newsletter subscribers
“Without even tweeting about the Michael Burry tracker, we got up to 60 to 70,000 followers just from the traction from the Pelosi thing. We took the Michael Burry one, started tweeting about it, and now we're up to 131 140,000 followers on that. Spun off a new…”
Chris Josephs Feb 2, 2023 ▶ 24:23 Unveiling Chris Josephs' Million-Dollar Meme Strategy
ALL-IN Assertion Partly supported
Past market crashes saw stock turnover reach 6x total shares outstanding
“On average, it took six times their total shares outstanding for them to go from top to bottom, meaning that the shares ultimately turned over six X the total, you know, diluted shares out.”
David Friedberg May 13, 2022 ▶ 1:29:36 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

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