Michael Burry: OpenAI and Anthropic Are Faking AI Warnings Ahead of IPOs
mkheck · x · 2026-09-15
Michael Burry publicly claims OpenAI and Anthropic are faking their 'AI needs to slow down' warnings as pre-IPO hype. His four arguments:
- LLMs aren't AI and won't be AGI, so there is nothing AI to slow down
- Competition is coming fast, and slowing only benefits incumbents
- IPOs need hype; "we're so awesome it could be dangerous" is itself puffery
- The warnings are cover for real slowing growth, as IPO timelines appear to be pushed out
A sharp take on the tension between frontier-lab safety narratives and commercial motives — opinion, not established fact.
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