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Michael Burry·Cassandra Unchained (Michael Burry Substack)·Substack·2026.05.29

Short Thoughts May 29, 2026

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English Original

Part IV of the Heretic’s Guide to AI’s Stars is coming along nicely. In light of the news today about Apollo’s $38 billion debt raise for Google’s TPUs (not NVIDIA’s GPUs) for Anthropic, I have decided to pre-release one visual from Part IV.

No explanation now. That is coming in Part IV.

Hopefully I placed enough information in the visual to make it somewhat self-explanatory.

There is another angle story as well, but that is saved for Part IV.

Until Next Time!

Short Thoughts May 29, 2026 — 인텔리뷰 | 인텔리뷰 Inteliview