đ¨ MICHAEL âBIG SHORTâ BURRY JUST WENT AFTER OPENAI & ANTHROPIC.
Burry says their AI safety warnings are nothing more than âself-servingâ IPO hype.
His argument?
As competition catches up, frontier AI companies have an incentive to make their technology sound so powerful and dangerous that regulators may slow down the entire industry.
Burry believes calls to pause or restrict frontier AI could ultimately protect todayâs biggest players from new competitors.
And heâs taking an even bigger shot:
âLLMs are not AI and wonât be AGI.â
That distinction matters.
If large language models arenât the path to AGI, then the enormous valuations being built around the assumption of near-term AGI could face a serious reality check.
But if the leading AI labs are right about the risks, Burryâs thesis could look dangerously wrong.
Either way, the AI debate just became much more than a technology argument.
Itâs now about competition, regulation, valuations and who controls the next trillion-dollar industry.
#AI #OpenAI #Anthropic #ArtificialIntelligence #TechStocks
Burry says their AI safety warnings are nothing more than âself-servingâ IPO hype.
His argument?
As competition catches up, frontier AI companies have an incentive to make their technology sound so powerful and dangerous that regulators may slow down the entire industry.
Burry believes calls to pause or restrict frontier AI could ultimately protect todayâs biggest players from new competitors.
And heâs taking an even bigger shot:
âLLMs are not AI and wonât be AGI.â
That distinction matters.
If large language models arenât the path to AGI, then the enormous valuations being built around the assumption of near-term AGI could face a serious reality check.
But if the leading AI labs are right about the risks, Burryâs thesis could look dangerously wrong.
Either way, the AI debate just became much more than a technology argument.
Itâs now about competition, regulation, valuations and who controls the next trillion-dollar industry.
#AI #OpenAI #Anthropic #ArtificialIntelligence #TechStocks

