This Week in AI: The Big AI Short Failed

In the Loop AI · Nov 14, 2025 · 30m · transcript

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…