This Week in AI: The Big AI Short Failed
This Week in AI: The Big AI Short Failed  
Podcast: Limitless: An AI Podcast
Published On: Fri Nov 14 2025
Description: In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs. We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Big AI Short2:39 The Thesis7:02 Hardware Demand9:27 GPU Economics11:42 The Crash and Burn13:20 Energy Constraints17:01 Microsoft Owns it All18:14 ChatGPT 5.123:21 Google 3D Rendering29:00 Final Thoughts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠