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
