Investor Michael Burry warned that Anthropic’s planned IPO exposes serious vulnerabilities in the AI industry, citing massive infrastructure commitments, slowing growth and mounting costs. The investor, known for predicting the 2008 financial crisis, believes disappointing AI revenues could trigger a significant market correction and capital losses.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026