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M
Michael Burry Tracker

2 days ago, 02:46 PM

Breaking: Michael Burry says OpenAI and Anthropic are faking the AI warnings due to slow growth ahead of IPOs

Below are his reasonings:

1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.

2. Competition is coming up fast, slowing benefits incumbents.

3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery

4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out

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