Michael Burry is a hedge fund manager known for shorting the U.S. housing market. Recent coverage focuses on his bearish AI stance: he has deepened bets against AI stocks and warned a crash may come sooner, backed Ken Griffin's GPU overcapacity concerns, and called OpenAI and Anthropic executives' calls to slow AI "self-serving," arguing LLMs are not AGI.
Burry backs Griffin on AI bubble concernsMichael Burry publicly backs Ken Griffin's AI bubble concerns, saying the GPU overcapacity warning is obvious to anyone, reflecting investor scrutiny of the AI infrastructure boom.
Michael Burry deepens AI bet against, but still favors one stockHedge fund manager Michael Burry, known for shorting the U.S. housing market, has deepened his bearish bets against AI stocks, warning a crash may come sooner. The article weighs AI spending risks and names one stock still worth owning.
Analyst Calls Anthropic IPO 'Most Ridiculous' of 2026, Values Firm at $150BIndependent research firm New Constructs labeled Anthropic's potential IPO as the 'most ridiculous IPO of 2026,' valuing the company at just $150 billion versus a possible $2 trillion market cap. It argues Anthropic lacks a viable business and the IPO would mainly create liquidity for Wall Street backers.
AI majors shift to risk aversion as Nvidia launches agent safety platformMajor AI players are shifting from speed to safety: Nvidia rolled out a software platform to contain AI agents, OpenAI scrapped GPT-6.1 Astra over safety concerns, and Anthropic released Sonnet 5.5, stressing it improves existing tasks rather than pushing capability frontiers. Nvidia also announced a $150 billion buyback, lifting its shares, while Michael Burry warned the AI bubble may burst sooner than later.
Michael Burry criticizes OpenAI and Anthropic calls to slow AIInvestor Michael Burry tweeted that calls by OpenAI, Anthropic and other execs to slow AI are “self-serving,” alleging they mask slowing growth and create hype ahead of IPOs; he also argued LLMs are not AGI. The piece notes both firms filed IPO documents with the SEC earlier this summer.
The A.I. Daily