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.
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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
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RESOURCES
Josh: https://x.com/JoshjKale
Ejaaz: https://x.com/cryptopunk7213
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https://www.bankless.com/disclosures
