This Week in AI: The Big AI Short Failed

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Limitless Podcast

Limitless by Bankless

88 episodes

2 days ago

Exploring the frontiers of Technology and AI

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Exploring the frontiers of Technology and AI

Technology

Business,

Investing

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This Week in AI: The Big AI Short Failed

Limitless Podcast

30 minutes

1 week ago

This Week in AI: The Big AI Short Failed

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.

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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

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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