# Michael Burry

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.

Type: person. Context selected by Escape Meridian; inclusion is not endorsement.

[Collection](/entities/michael-burry)
[Primary reference](https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation)

## Sources

- [Michael Burry — existing tracker reference](https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation): Connect the existing canonical profile to its evidence in the source corpus without adding a new statement or relationship registry.

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## Context references

- [https://www.scionasset.com/](https://www.scionasset.com/)
- [https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F\_X02/primary\_doc.xml](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](https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation)

Legacy published distillations: [Publications API](/api/pipeline/publications?entity=michael-burry)

## Profile and attribution

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.

Former Scion investment manager and financial writer
Profile reviewed: 2026-10-14.
Historical investment responsibility and original criticism of AI infrastructure economics.
Spending, depreciation, valuations and financing. Bearishness does not establish an AGI or extinction-risk position.
Public investment positions can be dated and incomplete. Scion's current site says it no longer provides investment-management services.
- [Current Scion statement](https://www.scionasset.com/)
- [Historical SEC filing](https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F_X02/primary_doc.xml)
- [GPU depreciation essay — public preview](https://michaeljburry.substack.com/p/dont-believe-your-lyin-eyes-gpu-depreciation)

## Dated contributor context


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## Dated statements

No dated statements are mapped to this identity. Views remain unassigned.

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## Current readings

Checked all 12 current publications. Showing up to 30 connected readings, ordered by original source date.
No current reading is connected to this identity in the checked collection.