Michael Burry Stock Tracker ♟(@burrytracker):Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable" Below are his reasonings: 1. Anthropic owes $537B for computer power, and pending deals could push it to $800B 2. Anthropic brings in about $65B a year, so it owes about 12x what it makes 3. Half of $537B goes to $AMZN, $GOOGL and $MSFT 4. Anthropic's sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78% Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse

Michael Burry Stock Tracker ♟@burrytracker

2026.10.28 14:18

Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable" Below are his reasonings: 1. Anthropic owes $537B for computer power, and pending deals could push it to $800B 2. Anthropic brings in about $65B a year, so it owes about 12x what it makes 3. Half of $537B goes to $AMZN, $GOOGL and $MSFT 4. Anthropic's sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78% Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse