Overview
- Burry introduced the Substack with two initial posts, including a personal retrospective and an essay titled “The Cardinal Sign of a Bubble: Supply-Side Gluttony.”
- He contends today’s AI cycle mirrors the dot-com era’s overinvestment, warning of overbuilt supply relative to demand.
- Burry labels Nvidia the modern-day Cisco at the center of the infrastructure buildout, citing parallels to the 2000 crash.
- He has separately accused major tech companies of understating depreciation on computing hardware, which he says inflates reported earnings.
- The newsletter, priced at $379 per year, was unveiled on X as he pivots from his now-deregistered Scion Asset Management to writing as his primary focus.