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People · Michael Burry · Artificial Intelligence

What Michael Burry has said about artificial intelligence

Michael Burry, founder of Scion Asset Management. 2 statements from October 7, 2026 to October 12, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 12, 2026 · on X
    “Well well well. Well. Bloomberg: Broadcom CEO Likens Many AI Investors to Casino Gamblers and more.. Broadcom’s Tan said AI model developers need to find customers that can generate returns from deploying the technology, rather than relying on users who are now 'wasting money' on tokens as they experiment with AI. 'When you are a kid you go to a video arcade, you play. Your parents give you $10 of tokens, you finish it in 10 minutes and you haven’t learned anything,' he said. 'That’s what happening in enterprise…”

    Michael Burry Amplifies Warning on AI Investment Speculation →

  2. October 7, 2026 · on X
    “A fun game in times like these is to go to the S&P 500 Index and see how many profitable companies one can buy with the bubble private company valuation. The number that Anthropic’s valuation buys is 78, including Domino’s, Clorox, Smucker, Stanley Black & Decker, Deckers, lululemon, McCormick, Tractor Supply, NVR, Albemarle, FedEx Freight, News Corp, Alllian Energy, Kimco Realty, Hormel Foods, Clorox, Weyerhauser, DaVita, Zimmer Biomet, Lennox, Masco, A.O. Smith, MGM, Wynn, Brown-Forman, Norwegian Cruise Lines,…”

    Michael Burry Highlights Private Company Valuation Discrepancy →

Statements are reported from Michael Burry’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Michael Burry. The beat: Artificial Intelligence.