This Week in AI: The Big AI Short Failed

Om avsnittet

In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs.

We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

0:00 The Big AI Short
2:39 The Thesis
7:02 Hardware Demand
9:27 GPU Economics
11:42 The Crash and Burn
13:20 Energy Constraints
17:01 Microsoft Owns it All
18:14 ChatGPT 5.1
23:21 Google 3D Rendering
29:00 Final Thoughts

------
RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Om avsnittet

Fler avsnitt

AI 2027 Was Too Late: The Forecasters Now Expect a Superhuman AI Researcher Next Year

Nvidia Prepares to Oust Jensen Huang: What a Second Affair Means for the AI Economy

Anthropic Is Hiding Its Best AI: Fable 5.2 and the IPO

Did Jensen Huang Know? Nvidia's CEO and an Alleged Chinese Spy

OpenAI Needs a Miracle: GPT-6.2 Astra and a $1.25 Trillion Bet

AI Stocks Just Lost $2 Trillion. Here's Why the Market Is Wrong

America Voted Against Data Centers: What the Midterms Mean for AI and Why It Might Be Good

Why Elon Is Rationing Grok Bot: Anthropic's Compute and the $60B Cursor Bet

Anthropic's Q3: The Profit Disappeared, the $895 Billion Compute Bill, and Why It's Still Bullish

Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear