Episode 332: Burry's GameStop Exit, OpenAI's Phone Push, and the AI Accuracy Revolution

Michael Burry exits GameStop over debt concerns from the eBay acquisition. OpenAI accelerates its AI phone launch to H1 2027 with dual processors. GPT-5.5 Instant reduces hallucinations by 52.5% and introduces memory sources for transparency. Apple opens its AI platform to third-party providers including Google, Anthropic, and OpenAI. Anthropic launches ten enterprise AI agents for finance and insurance. Coinbase cuts 14% of workforce citing AI transition. Trump's Iran blockade strategy stalls after one day. AMD reports strong earnings on AI chip demand. U.S. trade deficit climbs to $60.3B in March, driven by record AI server imports. Nvidia and PulteGroup partner on residential mini data centers to address compute capacity constraints. Hosted on Acast. See acast.com/privacy for more information.