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