Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max

from Monetary Matters with Jack Farley · host Jack Farley

This Monetary Matters episode is brought to you by Fiscal AI. Save 30% off any paid tier at for Black Friday: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown Michael Burry’s big Nvidia short thesis and the recent projections from HSBC that Open AI will lose nearly half a trillion dollars between now and 2030. They also discuss the recent repricing of Fed rate cuts in December and debate which companies are the biggest losers if AI turns out to be a bubble. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 00:16 The Biggest Event in Macro 00:55 Breaking Down Michael Burry's Short Thesis for Nvidia 04:47 Semiconductors Are Historically Cyclical 07:08 Is Nvidia a Good Short? 08:25 Criticism of Burry's Analysis 16:38 Fiscal.ai 18:17 Open AI's Massive Loss Projections 24:26 AI Coding Agent Revenues 26:25 Can Nvidia Escape Unscathed? 29:54 Michael Burry's Substack Success 30:54 AI Spending's Impact on GDP 31:56 December Fed Meeting

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This episode was published on November 28, 2025.

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