Michael Burry bets against AI and Nvidia

This week on Diggnation, Kevin ends his seven-month break from alcohol with a glass of wine and some podcast-inspired reflection on why being too rigid about anything might be its own kind of burden, While Alex sips wine and regrets live theater. Kevin reveals he has aphantasia, aka the inability to conjure mental images, which he says disqualifies him from certain forms of _ahem_ nostalgia. The pair dive into the existential horror of AI-enabled children’s toys that suggest you play with knives and explore kinks. On a lighter note, converting vintage cars to electric sparks a surprisingly feasible business idea. Waymo’s freeway rollout gets love, as the duo dreams of an L.A. where robots take the wheel and people take naps. Meanwhile, Michael Burry shorting AI stocks makes Kevin wonder if we’re still in early-internet territory or just early-stage delusion. Bezos launches an AI company because of course he does, and Nintendo drops the first look at its live-action _Zelda_ movie, which may or may not have been necessary. Also: eggnog aging, budgeting apps, and a play that made Alex fear for his life. It’s an episode.

Chapter Markers

00:00:00 - Kevin's First Sip in 7 Months 
00:00:56 - Welcome to Episode 23 
00:02:58 - Rethinking Alcohol Rules 
00:07:44 - Aged Eggnog: Discuss 
00:09:25 - The Two-Two-Two Rule Returns 
00:12:15 - Birthday Trips and Holiday Plans 
00:14:08 - LA Auto Show Highlights 
00:15:14 - Converting Classic Cars to EV 
00:17:47 - EV Startups: Why It’s Hard 
00:19:20 - Zelda Movie: First Look 
00:20:26 - Who Is Wes Ball? 
00:22:53 - AI Toys Gone Wild 
00:24:49 - Kuma Bear’s Kink Talk 
00:33:48 - Predator and The Red Carpet 
00:34:47 - Christmas Music Timing War 
00:37:05 - Kevin Has Aphantasia
00:40:49 - The Spank Bank Problem 
00:43:44 - Creativity With Constraints 
00:52:56 - Waymo Hits the Freeway 
00:53:52 - Driverless Rides + Paranormal Play 
01:02:47 - Game Awards: Who’s Nominated 
01:08:42 - Burry Bets Against AI 
01:10:53 - AI: Bubble or Beginning? 
01:18:07 - Internet vs. Quantum Hopes 
01:19:30 - Bezos Launches Prometheus AI 
01:21:26 - Robots and Retail 
01:24:14 - Episode Wrap-Up

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