TP14: Michael Burry vs Big Tech 🎯 | Grayscale IPO Disaster? 💥 | Thanksgiving Special 🦃
Welcome to Trading Places, the extremely terrible, very bad podcast on VC secondaries. Hosts Dave McClure and Aman Verjee unpack the biggest news in venture capital, late-stage funding, crypto valuations, and this week's explosive valuation corner on why Grayscale's IPO might be heading for disaster.
This Thanksgiving episode dives deep into Michael Burry's controversial claims that Big Tech is cooking the books, comparing Nvidia and the hyperscalers to WorldCom-era fraud. The duo analyzes whether Burry is the modern-day Cassandra or just crying wolf (again). Plus: Luma AI's massive…
The skinny
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