---
title: "Michael Burry Slams AI Darlings -- Calls Palantir and OpenAI 'Overhyped Bubbles'
        (Status: Pending)"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/268941395.md"
description: "Michael Burry criticized AI companies like OpenAI and Palantir, comparing them to past tech bubbles like Netscape and DiamondCluster. He warned that high valuations might not prevent similar downfalls and suggested that revenue expectations for subscription platforms could be overstated. His comments urge investors to reconsider the growth already priced into leading tech names."
datetime: "2025-12-08T11:25:29.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/268941395.md)
  - [en](https://longbridge.com/en/news/268941395.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/268941395.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/268941395.md) | [繁體中文](https://longbridge.com/zh-HK/news/268941395.md)


# Michael Burry Slams AI Darlings -- Calls Palantir and OpenAI 'Overhyped Bubbles'
        (Status: Pending)

Michael Burry (Trades, Portfolio) drew sharp comparisons between today's biggest AI names and the early internet era in a Sunday post on X, adding fresh debate to tech valuations.

Burry said OpenAI may face a trajectory similar to Netscape, the 1990s browser pioneer that soared after its blockbuster IPO but struggled to maintain an edge. He noted that even a potential $1 trillion valuation and a $60 billion raise might not be enough to avoid that outcome.

He also compared Palantir (PLTR, Financial) to DiamondCluster, a consulting firm that briefly surged during the dot-com boom before ultimately being acquired by PricewaterhouseCoopers for about $380 million.

Burry added that revenue expectations for subscription platforms may be overstated, pointing out that most Substack users remain on free tiers.

His comments add a cautionary tone to an AI market that has seen rapid gains, prompting investors to revisit how much growth is already priced into leading tech names.

**Also check out:**

### 相关股票

- [OpenAI (OpenAI.NA)](https://longbridge.com/zh-CN/quote/OpenAI.NA.md)
- [Palantir Tech (PLTR.US)](https://longbridge.com/zh-CN/quote/PLTR.US.md)

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