{"id":"michael-burry","name":"Michael Burry","kind":"person","aliases":[],"summary":"Michael Burry writes about investment and the economics of AI infrastructure, including spending and depreciation; his financial arguments do not imply an AGI-timeline or existential-risk position.","url":"https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation","referenceUrls":["https://www.scionasset.com/","https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F_X02/primary_doc.xml","https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation"],"sourceIds":["michael-burry-reference"],"topicIds":["power-and-infrastructure","work-and-agency"],"version":"entity-catalog-v1","path":"/entities/michael-burry","json":"/entities/michael-burry.json","markdown":"/entities/michael-burry.md","relationships":{"sourceIds":["michael-burry-reference"],"noteIds":[],"perspectiveIds":[],"parallelIds":[],"topicIds":["power-and-infrastructure","work-and-agency"]},"publications":"/api/pipeline/publications?entity=michael-burry","profile":{"schemaVersion":1,"identityId":"michael-burry","tracked":{"id":"michael-burry","name":"Michael Burry","role":"Former Scion investment manager and financial writer","roles":["investor","analyst"],"whyTracked":"Historical investment responsibility and original criticism of AI infrastructure economics.","scope":"Spending, depreciation, valuations and financing. Bearishness does not establish an AGI or extinction-risk position.","interests":"Public investment positions can be dated and incomplete. Scion's current site says it no longer provides investment-management services.","eligibilitySources":[{"title":"Current Scion statement","url":"https://www.scionasset.com/"},{"title":"Historical SEC filing","url":"https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F_X02/primary_doc.xml"},{"title":"GPU depreciation essay — public preview","url":"https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation"}],"reviewedAt":"2026-10-14"},"contributorContexts":[],"affiliations":[],"statements":[],"questions":[],"readings":[],"relations":[],"boundary":"Escape Meridian selects and paraphrases these records. A mention, shared topic or affiliation does not establish authorship, endorsement, agreement or causation. Missing positions remain unknown."},"currentReadings":{"entityId":"michael-burry","items":[],"scanned":12,"truncated":false,"scanLimit":500,"checkedAt":"2026-10-18T03:57:51.794Z"},"currentReadingsUrl":"/entities/michael-burry.json"}