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Michael Burry Warns of AI Boom Downturn Ahead

1/18/2026

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Summary

Story summary

Michael Burry, known for his role in The Big Short, warned of a downturn in the AI boom in a Substack post.
He said tech companies overspend on AI infrastructure without clear benefits, including Google's AI struggles.
He criticized Nvidia and Palantir as overvalued.
He predicted a decline in tech employment.
He questioned whether trade careers are safe from AI, warning that reliance on chatbots could erode essential skills.

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Story summary

Michael Burry, known for his role in The Big Short, warned of a downturn in the AI boom in a Substack post.
He said tech companies overspend on AI infrastructure without clear benefits, including Google's AI struggles.
He criticized Nvidia and Palantir as overvalued.
He predicted a decline in tech employment.
He questioned whether trade careers are safe from AI, warning that reliance on chatbots could erode essential skills.