Michael Burry says Anthropic IPO papers show AI industry is 'catastrophically vulnerable'. What the 'Big Short' investor sees

Oct 29, 2026

Investor Michael Burry warned that Anthropic’s planned IPO exposes serious vulnerabilities in the AI industry, citing massive infrastructure commitments, slowing growth and mounting costs. The investor, known for predicting the 2008 financial crisis, believes disappointing AI revenues could trigger a significant market correction and capital losses.

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