'Big Short' investor Michael Burry drops new AI blog
Michael Burry—the guy who called the 2008 financial crisis—just launched a paid Substack called "Cassandra Unchained."
With his hedge fund now closed, he's sharing uncensored takes on the markets for over 21,000 subscribers at $39 a month.
In one post, he draws parallels between today's AI hype and the dot-com bubble of the '90s.
What's inside: deep dives and bold opinions
Burry breaks down how NVIDIA is driving the AI wave, likening its influence to Cisco during the dot-com era.
He points out that tech giants like Microsoft and Google are set to pour $3 trillion into AI infrastructure in just three years—but warns they're using some "aggressive" accounting to make profits look better than they are.
The blog gives him space to speak freely, promising even more sharp insights ahead.