Michael Burry Stock Tracker ♟
@burrytracker
Tracking hedge funds and Burry’s stocks.
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가입 June 2022
137 팔로잉 중 562.8K 팬
Breaking: Michael Burry says OpenAI and Anthropic are faking the AI warnings due to slow growth ahead of IPOs
Below are his reasonings:
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.
2. Competition is coming up fast, slowing benefits incumbents.
3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery
4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
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