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.