More like 20. Besides, most of these articles are just reporters misunderstanding Burry’s trades. Guy is a trader, in and out. By time you know his positions, he’s sold and moved on.
I agree in principle. It’s getting harder to believe that is possible at this point.
A combination of 1) companies maturing their AI policy and ending the “infinite play time” model most have had since 2021 e.g. cutting spending and 2) open source and open parameter models becoming better and better and cheaper. Data centers will still be in demand for #2 but the ai providers will hurt.
AI is obviously a bubble.
That said, Burry has also predicted 6 of the last 2 crashes.
More like 20. Besides, most of these articles are just reporters misunderstanding Burry’s trades. Guy is a trader, in and out. By time you know his positions, he’s sold and moved on.
Calling a bubble is easy.
Calling the top of the bubble or the bottom of the crash is the more or less impossible part.
It could very well be a bubble, and come crashing down to a low point that is still higher than it is today.
I agree in principle. It’s getting harder to believe that is possible at this point.
A combination of 1) companies maturing their AI policy and ending the “infinite play time” model most have had since 2021 e.g. cutting spending and 2) open source and open parameter models becoming better and better and cheaper. Data centers will still be in demand for #2 but the ai providers will hurt.
I don’t follow this extremely closely, but didn’t most companies end number 1 at least 6+ months ago?
Just like this “bubble” has supposedly been about to pop for years.