this post was submitted on 08 Nov 2025
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That will burst it. This is why the billion dollar put. He had this info in advance.
Probably staged this to try and backpedal open weights models, but that ship has sailed.
They're gonna get some finance bros to take on debt to build the DC for them. So the fact that they can't afford isn't an immediate problem. If the debt is incurred and spent on the DC however, and there's no revenue... then the chickens come home to roost.
Burry didn't bet against Meta, but rather 9/10 against palantir and 1/10 against Nvidia.
I was thinking more about the overall bubble bursting.
Burrys bet isn't even against the whole bubble bursting. He's specifically targeting one company who does "AI" for the government and the other is the shovel seller..
If Burry was anti AI and thought the whole bubble would burst he might have spread his shorts across the likes of the commercial AI product sellers, but he hasn't.
Burry thinks Palantir will go tits up (we should all hope for this) and that Nvidia won't pivot fast enough post AI gold rush
what billion dollar put?
https://www.bbc.com/news/articles/c867vyn2evlo
Meta isn't even mentioned in this article. I get how they seem connected but Burrys bet was against Palantir and Nvidia. This news about meta is tangentially related maybe but not a sure sign of Burrys bet
yes people but with all the circular investment, this is the first domino falling
meta may suffer a drop in stock price from speculators but this is "real" bad news for Nvidia who would have been a large benefitiary of the $600 billion investment as the produce the necessary hardware