Michael Burry, every mention
4 scenes (2025) · ← back to Michael Burry
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every year 2025 anyone Alex Kantrowitz 14M.G. Siegler 2David Cahn 2Paul Kedrosky 1
Verbatim, from the transcripts: the passages where Michael Burry comes up
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?