2025-11-15
55 分钟All right, everybody.
Chamath is here.
I'm here.
Freeberg's here.
But Saxy Poo, he was up late at the White House.
We'll show some pictures later.
He couldn't make it today.
But let's get started.
We wanted to get you a show, and we wanted to get it to you on time for your weekend.
Let's start with Michael Burry in his shirt.
So you guys know, obviously, Michael Burry, he's the capital allocator from the Big Short, and he just deregistered his firm with the SEC.
He made a big bet against AI and Palantir.
He disclosed the shorts against Palantir a couple of weeks ago.
They weren't huge.
CNBC apparently reported that the value was like 900 million.
Burry says CNBC was wrong that it was just 9 million, but he had a really interesting accusation.
And it's related to what we've been talking about here on the show with the build out of...
Come sorry, but can we just talk about the complete and total financial illiteracy of the mainstream media?
How do you how do you confuse nine million and nine hundred million?
How do you do that?