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Neural Foundry's avatar

Burry closing Scion is one of those canary-in-the-coal-mine moments that people will look back on. His timing during the 08 crisis was impecable, and now he's exiting at what looks like peak euphoria. The AI bubble comparison to Frankenstein is spot on too, we're stitching together massive valuations based on projections that may never materialize. When this unwinds, the contagion risk feels way higher than 08 becuse everything is so interconnected now.

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Robert Fireovid's avatar

Great right-on post. Thank you!

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