GgoogleDE first seen 13 d ago, last 4 h ago, peak #1

Michael Burry Calls Anthropic's $965B Valuation a Bubble

Original: michael burry

Investor Michael Burry, known for predicting the 2008 housing crash, says Anthropic's reported $965 billion valuation is a bubble larger than Domino's, Clorox and 76 other S&P 500 companies combined. His comments come amid renewed debate over whether massive AI spending by firms like Musk's xAI and others amounts to overinvestment in compute capacity.

Why now: Fears of an AI valuation bubble are resurfacing as Burry, a famous short seller, publicly criticizes Anthropic's sky-high valuation

Michael BurryAnthropicS&P 500Elon Musk

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Rank over time, top of the chart is #1. 2 snapshots from 4 h ago to 4 h ago.

Evidence

• Dolphin Daily | Musk goes all-in on AI compute CapEx; are AI bets bleeding again? · Longbridge
• Anthropic Valuation At $965B Could Swallow Domino’s, Clorox, And 76 Other S&P 500 Firms, Burry Says · Stocktwits
• Michael Burry Calls Anthropic's Valuation a Bubble Worth 78 S&P 500 Companies · BeInCrypto

Elsewhere

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