Michael Burry, of “The Big Short” fame, took to X.com under the handle “Cassandra Unchained” to swat back at the big AI names who came out in support of “pacing” the technology’s development. Burry wrote:
Let’s all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down.
1. LLMs are not AI and won’t be AGI. There is nothing AI to slow down.
2. Competition is coming up fast, slowing benefits incumbents.
3. IPOs need hype & puffery; “we are so awesome it could become dangerous” is hype & puffery
4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
Burry followed that up with another couple posts on AI, writing:
This is from my May article, The Heretic’s Guide to Ai’s Stars Part III.
I created the Pyramid to predict what would happen.
Today the Pyramid is showing what is happening. https://t.co/NFgnlh3TdG
The article also dug into financing for data centers, how it involves insurance… pic.twitter.com/BjludjwgOx— Cassandra Unchained (@michaeljburry) September 15, 2026
