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The Contrarian We Need
Michael Burry doesn’t do interviews. The hedge fund manager who famously predicted the 2008 housing crisis has spent most of the past two decades avoiding the media spotlight. So when he sat down with Michael Lewis for a rare conversation and revealed he’s shorting AI companies like NVIDIA and Palantir, people listened. His reasoning cuts through the hype: AI infrastructure spending massively exceeds actual revenues. For someone like me, an AI evangelist who genuinely believes we’re watching something transformative unfold, Burry’s position should feel like an attack. It doesn’t. It feels necessary. Here’s why his skepticism matters, even if you’re bullish on AI.
Why Claude Needs Better Memory (And Why Agents Just Got Smarter)
If you’ve used Claude for more than a few hours, you’ve probably hit a wall. Your conversation suddenly slows down. Claude politely tells you it’s approaching some kind of limit. You have to start a new chat. And just like that, Claude forgets everything you’ve been working on. Most people assume Claude’s memory is broken. It’s not. It’s actually by design.
The AI Cold War Is Already Here
Chinese state-sponsored hackers just weaponized Claude to attack 30 organizations. Most of the breaches failed. That’s actually the scariest part. Anthropic’s disclosure about the autonomous cyberattack campaign isn’t a wake-up call. It’s confirmation of something we’ve been avoiding saying out loud: we’re already in an AI cold war. And the acceleration is just beginning.
We’re Asking the Wrong Question About AI Regulation
We’re having the wrong debate about AI regulation. The fight between Washington and the states is political theater distracting from the actual problem: regulation can never keep pace with AI development. But here’s what people miss: the real reason we need federal standards isn’t because the federal government will regulate better. It’s because AI doesn’t respect state lines.
AI Bubble Warning: How Tech’s Financing Mirrors 2008 | Pattern Recognition Guide
Nvidia is giving OpenAI $100 billion so OpenAI can buy Nvidia’s chips. It’s not illegal. It’s not hidden. But it creates a fundamental problem: we can’t tell what real demand for AI actually is because much of the spending is circular — companies funding their own customers to maintain the appearance of booming sales. Sound familiar? It should.
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