Artwork

This Week in AI: The Big AI Short Failed

Limitless Podcast

19 subscribers

published

Play Playing
iconShare
 
MP3•Episode home
Manage episode 519404079 series 3664475
Content provided by Limitless and Limitless by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Limitless and Limitless by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs.

We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

0:00 The Big AI Short
2:39 The Thesis
7:02 Hardware Demand
9:27 GPU Economics
11:42 The Crash and Burn
13:20 Energy Constraints
17:01 Microsoft Owns it All
18:14 ChatGPT 5.1
23:21 Google 3D Rendering
29:00 Final Thoughts

------
RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

…   continue reading

90 episodes

#Tech #Limitless #Limitless by Bankless #Technology #Trading #Business