Michael Burry Stock Tracker ♟(@burrytracker):Breaking: Michael Burry says AI's biggest customers are "tokenmaxxing" The pyramid of customers who become competitors: Tier 1: frontier model builders: OpenAI, Anthropic, Google, Microsoft, Meta, xAI. 7 to 10 companies Tier 2: vertical LLM builders: Salesforce, ServiceNow, SAP, Bloomberg, IBM. 30 to 50 companies Tier 3: Fortune 500 building proprietary AI: JPMorgan, UnitedHealth, Walmart, CVS. 200 to 500 companies Tier 4: true pure consumers: mid-market companies and traditional manufacturers. Fewer companies remain as they climb the pyramid, per Burry's SubStack

Michael Burry Stock Tracker ♟@burrytracker

2026.09.15 13:53

Breaking: Michael Burry says AI's biggest customers are "tokenmaxxing" The pyramid of customers who become competitors: Tier 1: frontier model builders: OpenAI, Anthropic, Google, Microsoft, Meta, xAI. 7 to 10 companies Tier 2: vertical LLM builders: Salesforce, ServiceNow, SAP, Bloomberg, IBM. 30 to 50 companies Tier 3: Fortune 500 building proprietary AI: JPMorgan, UnitedHealth, Walmart, CVS. 200 to 500 companies Tier 4: true pure consumers: mid-market companies and traditional manufacturers. Fewer companies remain as they climb the pyramid, per Burry's SubStack

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