Michael Burry, SpaceX와 Anthropic 모두 1조 달러 가치가 없다고 말해

Michael Burry challenges the trillion-dollar valuations of Anthropic and SpaceX as fundamentally unjustified, contending that the AI industry's race for computing power creates false demand signals and excessive overbuilding. He warns that once computing resources inevitably commoditize, these capital-intensive companies face severe valuation collapse, mirroring the structural flaws he famously identified in the 2008 housing market.