'Big Short' Investor Expects AI Bubble Burst 'Sooner Than Later'

I’d probably have better luck shorting stocks if I could trigger a (rightful) panic like this guy can.

I’ve come to realize that I was assuming that there was a limit somewhere to “the market staying irrational”. I’m not so sure anymore

You could argue that a heavily debt-based business that requires years and years of more debt before becoming profitable would respond to rising interest rates quite negatively, but, yeah, the whole thing is already enitrely irrational.

I’m keeping some popcorn in reserve for OpenAI’s IPO.

I don’t get why they haven’t gone already.

If they don’t get their IPO off before the bubble pops, they might be losing out on a trillion with a capital T