2026-01-12 14:56:20

Ever noticed how Michael Burry's skepticism about AI might trace back to a fundamental difference in investment philosophy compared to Warren Buffett? Consider how Buffett built Berkshire Hathaway on investing in efficient, revenue-generating escalators—simple systems that compound over decades. Meanwhile, the AI hype cycle tends to chase exponential narratives without necessarily delivering proportional value. Burry, known for betting against the conventional wisdom during the 2008 crisis, seems to apply that same logic here: questioning whether current AI investments actually generate sustainable returns or just endless speculation. It's not that he's anti-technology—it's more about demanding tangible economic moats before committing capital. The tension between Buffett's proven playbook and today's AI boom reveals a timeless debate: are we investing in genuine value creation or just riding momentum?

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SerumDegen

· 17h ago

tbh burry's just doing what he always does—finding the trade that makes everyone uncomfortable. buffett's escalators are boring but they print money, ai's all leverage and no moat. dude's not wrong to be paranoid here, market structure screams capitulation waiting to happen. we're all just whale watching at this point, waiting for the cascade lol

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SchrodingerWallet

· 17h ago

burry this guy is just a natural rebel. After making a fortune in 2008, he’s been poking at bubbles ever since... But honestly, his recent AI shorting also makes some sense. Right now in the crypto world, 99% of the AI concepts are just "we have AI" with nothing real behind it, haha. --- Buffett’s compound interest theory really stands the test of time, but burry’s logic isn’t wrong either—things without real cash flow, no matter how loud you shout, are just air. --- Alright, let’s wait five or ten years and see who has the sharper eye... that’s what this is all about. --- To put it simply, it’s still that old saying: don’t be fooled by growth rates, what matters is whether you can make money. Burry isn’t wrong about that. --- Both of these guys are making a killing, so they see bubbles everywhere... haha. But I admit, I’m starting to believe in this theory too.

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OfflineNewbie

· 17h ago

Burry is just someone who loves to argue. But to be fair, the current AI projects are indeed filled with so much hype that it's ridiculous, even more so than money-burning games.

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TokenRationEater

· 17h ago

That guy Burry is just pretending. After winning big in 2008, he thought he was a god. Now he just finds everything annoying.

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DegenDreamer

· 17h ago

Burry is a master of bottom fishing. He made a fortune by shorting subprime mortgages in 2008. Now he sees AI as just another bubble, and that's just his temperament... But to be fair, Buffett's compound interest theory truly is legendary. Compared to AI and other things that don't know when they'll be profitable, what he wants is guaranteed returns. That's really the fundamental difference between the two camps.

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