Michael Burry
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 3, 2026 by Marc Andreessen · said 4 times in 1 episodes since 2026 · across every show →
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Apr 3, 2026 bullish
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…”