Michael Burry Warns on AI CapEx Depreciation

Forget text-to-video AI, we’re rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO uncanney valley when it comes to AI generated music. And does the Big Short guy have a point when he concern trolls about the AI CAPEX buildout?

• Fei-Fei Li’s World Labs speeds up the world model race with Marble, its first commercial product (TechCrunch)
• Airbnb Will Test Adding Instacart Grocery Delivery to Its App in Services Push (Bloomberg)
• Are you listening to bots? Survey shows AI music is virtually undetectable (Reuters)
• 50,000 AI tracks flood Deezer daily – as study shows 97% of listeners can’t tell the difference between human-made vs. fully AI-generated music (MusicBusinessWorldwide)
• The AI Bubble Is Ignoring Michael Burry’s Fears (Bloomberg)

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