Investor Rebuts Burry's AI Bear Case: Malthusian Thinking Doesn't Apply to the Singularity
robleclerc · x · 2026-08-05
Noted investor Michael Burry recently bet against the market rally, warning that we are near a major top and a possible 1987-type fall. In response, this post argues that Burry's bearish logic is fundamentally flawed.
The author suggests that Burry is applying Malthusian thinking—which was appropriate for the housing market—to the AI singularity, where such finite resource constraints do not apply.
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