Is It A Bubble? — Burry, Zuckerberg & The AI Question

Michael Burry has ~$1.1B in puts against Nvidia and Palantir, accusing the hyperscalers of "artificially boosting earnings." Mark Zuckerberg told his own staff Meta's AI agents "hasn't accelerated the way we expected" — on a $145B spend. So is it a bubble? The Council's honest answer: nobody knows the timing — not even Burry, who's hinted his "shorts aren't forever." A bubble is a fever: real and temporary. Dot-com was a bubble AND it built the internet. The froth pops; the infrastructure stays. Don't play doomer, don't play cheerleader. Watch one line: does the agent ship, or just demo?⚡ Learn agentic AI free — https://staas.fund/ai-workshop ⚡-----📱 Newsletter ★ https://theagilevc.substack.com/📱 LinkedIn ★ http://linkedin.com/in/petersaddington🎧 Podcast ★ https://www.spreaker.com/user/thebitcoinlambo___FAIR USE NOTICE: For criticism, comment, teaching, scholarship and research. Entertainment only. Never financial advice.