Not Investment Advice cover image

242: “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet

Not Investment Advice

00:00

Michael Burry's AI Short Thesis

Discussion of Michael Burry's short positions in Palantir and Nvidia and his accounting and depreciation critique.

Play episode from 16:17
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app