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Deep Tide TechFlow News, June 1st, according to Business Insider, investor Michael Burry, known for shorting the U.S. real estate bubble, recently expressed skepticism about the high valuations of SpaceX and Anthropic.
He stated that the S-1 filing submitted by SpaceX is not sufficient to support its $1 trillion to $2 trillion valuation; even if Anthropic completes a new round of financing and its valuation reaches $965 billion, it does not mean its long-term value is close to $1 trillion.
Michael Burry also said that the development costs of cutting-edge AI models are too high, and there may be "false demand signals" for computing power; in the future, computing power might become commoditized like internet usage.