- Michael Burry says SpaceX’s S‑1 doesn’t support a $1–$2 trillion valuation — the company reported $18.7B revenue and a $4.9B net loss last year.
- He’s skeptical Anthropic will ever be worth $1 trillion, calling current AI demand a “false demand signal” and predicting compute will become commoditized.
- Burry’s quip: he’d “count to 1 trillion” (in 240,000 years) before paying that for Anthropic — a cheeky take that’s great for debating tech hype.
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