1 day ago · Michael Burry called the subprime mortgage crisis when everyone else was buying in. Now he’s watching trillions pour into AI infrastructure, and he’s skeptical. Jack Clark is the co …

1 day ago · Michael Burry, Anthropic co-founder Jack Clark, and Dwarkesh Patel on the future of AI, whether AI tools improve productivity, job losses due to AI, and more (The Substack Post)

Dwarkesh Patel, Jack Clark, Michael Burry and Patrick McKenzie jump into a Google doc to debate the future of AI—and, possibly, our liveshttps://open.substac...

Dwarkesh Patel, Jack Clark, Michael Burry and Patrick McKenzie jump into a Google doc to debate the future of AI—and, possibly, our lives Link in comments

Apr 21, 2025 · It seems like some AI labs (OpenAI, Meta) are racing towards being first to a billion user AI assistants, whereas others (Anthropic, maybe GDM?) are racing towards the fully …

19 hours ago · The Substack Post: Michael Burry, Anthropic co-founder Jack Clark, and Dwarkesh Patel on the future of AI, whether AI tools improve productivity, job losses due to AI, …

Nov 28, 2025 · Michael Burry has launched a broad critique of Nvidia and the wider AI sector, arguing in a series of Substack posts that the market shows signs of overbuilding and inflated …