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Log in free →Michael Burry bet $200M against Nvidia. Is this an AI bubble?
1:07Part of it, yes — valuations are ahead of the future. But like the dot-com era, the companies built on real use survive. Don't make high bets, build what works.
Transcript
Michael Berry has bet $200 million on the fall of Nvidia and all these different companies. And it really raises a very big question of what we all have been wondering. Is this an AI bubble? Is all this valuation high and all this growth happening? Is it all just a bubble? Now, if you ask my personal perspective, I do feel there is a part of it. The valuations are way beyond what it should be on the basis of a future. missing a lot personally work in AI space but at the same time what I will say is don't make too many high bets rather bet on what is going to work which is that AI is going to make an impact and if you can build something with it do that do something which can be impactful for the same is happening how the internet worked when internet came people were just creating any dot-com and raising a lot of valuation they didn't succeed but the company which were built on a good base like for example Amazon, which actually understood that this is a problem which is need to be solved and it is a viable business.