{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"This Week in AI: The Big AI Short Failed","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5d6daacc\"></iframe>","width":"100%","height":180,"duration":1845,"description":"In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs. \nWe also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.\n------\n🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️\nhttps://limitless.bankless.com/\nhttps://x.com/LimitlessFT\n------\nTIMESTAMPS\n0:00 The Big AI Short\n2:39 The Thesis\n7:02 Hardware Demand\n9:27 GPU Economics\n11:42 The Crash and Burn\n13:20 Energy Constraints\n17:01 Microsoft Owns it All\n18:14 ChatGPT 5.1\n23:21 Google 3D Rendering\n29:00 Final Thoughts\n------\nRESOURCES\nJosh: https://x.com/JoshjKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}