Cassandra Unchained
@michaeljburry
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack
가입 November 2011
38 팔로잉 중 2.1M 팬
Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down.
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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