All-In PodcastWhy Burry's AI short misreads data center depreciation
Burry claims hyperscalers cook the books on data center depreciation; the cash flows are apparent in GAAP filings, and Palantir has no clear alternative.
Episode Details
EPISODE INFO
- Released
- November 14, 2025
- Duration
- 55m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation" Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/michaeljburry/status/1988778952299802818 https://x.com/_Investinq/status/1988847716613365845 https://x.com/michaeljburry/status/1987918650104283372 https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html https://x.com/jatanackov/status/1988256651103592564 https://x.com/omapproach/status/1988410644907856075 https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/ #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Friedberg
hostAlex Karp
guestGuest
guestNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, Why Burry's AI short misreads data center depreciation explores housing Squeeze, AI Shorts, Solar Storms: All-In Dissects America’s Fault Lines The episode opens with Michael Burry’s shorts against Palantir and AI hyperscalers, including his accusation that companies like Meta and Oracle are inflating earnings via aggressive depreciation of data center assets. The besties dissect why they think Burry misunderstands the technical realities of AI infrastructure and why short-selling often devolves into market-manipulating FUD rather than exposing real fraud.
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