Michael Burry, every mention
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tap a year for its mentions
every year anyone Alex Kantrowitz 14M.G. Siegler 2David Cahn 2Paul Kedrosky 1
Verbatim, from the transcripts: the passages where Michael Burry comes up
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 11:52 Paul Kedrosky The Michael Burry thing with respect to like, well, what's the proper depreciation schedule for, you know, GPUs or whatever, but the point still stands.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 38:29 M.G. Siegler And, and Michael Burry, uh, 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…
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 21:09 David Cahn And so it's like, you know, you have Michael Berry going out saying like, it's a bubble and he's a short guy. 2 times in the scene
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 46:10 Alex Kantrowitz Michael Burry? 3 times in the scene
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 38:45 M.G. Siegler Famously, of course, Michael Burry, one of the most famous, if not the most famous short seller of all time, uh, has come out against them.
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 17:47 Alex Kantrowitz So Gil, it's a great segue because you brought up the big short, and this has definitely been a week where that is applicable because Michael Burry, basically the star of that movie, uh, of that story, um, he, who, the guy who effectively… 8 times in the scene
- ▶ 24:48 Alex Kantrowitz The proof of Burry's argument would be predicated on NVIDIA releasing chips so drastically outperform the current generation in two to three years that all hyperscalers everywhere are incentivized to go through another CapEx sale. 2 times in the scene
- ▶ 30:23 Alex Kantrowitz This is, by the way, this is why I thought it was important to have this conversation on the show, because it is like when debt gets involved, uh, that's when, uh, things start to get, and, and Burry's talking about more than debt, right?