AI Bubble Signals: Michael Burry Joins the Debate as Adoption Rates Flatten

Going Short on Generative AI

TLDR: Michael Burry, the legendary investor known for predicting the 2008 housing crisis, has joined Substack and is drawing attention to concerning signals in the generative AI market. New data from the Census Bureau and Ramp shows AI adoption rates flattening across all firm sizes, raising questions about whether LLMs are delivering real economic value.

Link: Going Short on Generative AI

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