24/11/2025, 9:09:02 pm

Burry launches new blog focused on AI, post-hedge fund closure

Michael Burry, known for betting against the US housing market, launched a paid Substack newsletter "Cassandra Unchained" with over 21,000 subscribers for $39/month. Burry criticized the AI boom, comparing it to the 1990s dot-com era, and specifically targeted Nvidia, saying it's the "Cisco at the center" of AI spending, predicting $3 trillion over 3 years.