Michael Burry, every mention
4 scenes (2026) · ← back to Michael Burry
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every year 2026 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