{"id":63007,"date":"2026-06-05T03:35:31","date_gmt":"2026-06-05T03:35:31","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/63007\/"},"modified":"2026-06-05T03:35:31","modified_gmt":"2026-06-05T03:35:31","slug":"big-short-investor-michael-burry-is-not-impressed-with-anthropic-valuation-says-claude-makers-business-of-developing-ai-models-is-far-too-expensive-too-much","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/63007\/","title":{"rendered":"‘Big Short’ investor Michael Burry is not impressed with Anthropic valuation; says: Claude-maker’s business of developing AI models is far too expensive, too much …"},"content":{"rendered":"

\"'Big America\u2019s popular investor, Michael Burry who is also known for predicting the 2008 housing crash in the US has now cast doubt on the sky-high valuations of both Anthropic and SpaceX<\/a>, warning that hype rather than fundamentals is driving investor enthusiasm. As reported by Business Insider, in recent Substack discussions, Burry said that he sees little justification for Anthropic\u2019s nearly $1 trillion valuation, calling its AI model business \u201cfar too expensive\u201d and unsustainable in the long run. The comments came shortly after Anthropic announced it had raised capital at a $965 billion valuation, a milestone that puts the San Francisco-based AI company on the doorstep of a $1 trillion price tag and sets the stage for a public listing at an even loftier figure. For Burry, the number did not add up. “There is no guarantee, and not even a strong likelihood, that Anthropic is long-term worth anywhere near $1 trillion,” he wrote in a subscriber chat thread, according to a Business Insider report.<\/p>\n

Anthropic\u2019s expensive AI model business<\/p>\n

AI giant Anthropic, who is the maker of the popular Claude AI model, recently raised capital at a $965 billion valuation, paving the way for a public listing. Burry was blunt in his assessment: \u201cThere is no guarantee, and not even a strong likelihood, that Anthropic is long\u2011term worth anywhere near $1 trillion.\u201dHe argued that the company\u2019s reliance on brute\u2011force computing power is unsustainable, predicting that AI compute will eventually be commoditized, much like internet usage. \u201cWhat is happening now is a false demand signal,\u201d he wrote, warning that the rush to secure GPU capacity is driving over\u2011investment that will outstrip actual needs in the coming years.<\/p>\n

Tokenmaxxing and false signals<\/p>\n

The Anthropic comments were not made in isolation. They echoed a broader warning Burry had recently issued about a trend he calls “tokenmaxxing,” the practice of throwing ever-increasing volumes of compute and data at AI models in pursuit of performance gains. His argument is that this trend has a ceiling, and the market has not yet priced that in. When the ceiling arrives, the companies and infrastructure built on the assumption of unlimited AI scaling will face a reckoning. It is a position that sits firmly outside the consensus view on Wall Street, where AI valuations have continued to climb, but Burry has never been particularly interested in consensus views.<\/p>\n

Skepticism over SpaceX IPO<\/p>\n

Anthropic was not the only target. In the same Substack discussion, Burry turned his skepticism on SpaceX. Elon Musk\u2019s SpaceX filed its IPO prospectus (S-1) on May 20, revealing $18.7 billion in revenue and a $4.9 billion net loss last year. Despite this, the company is reportedly targeting a $2 trillion valuation. Burry dismissed the figure, writing: \u201cAny move up will be on hype and technicals. Nothing in that S\u20111 suggests it is worth $1 trillion let alone $2 trillion.\u201dIn typical Burry fashion, he added a sharp quip: before paying $1 trillion for Anthropic, he would \u201ccount to 1 trillion,\u201d and \u201cin 240,000 years I might reconsider.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"America\u2019s popular investor, Michael Burry who is also known for predicting the 2008 housing crash in the US…\n","protected":false},"author":2,"featured_media":63008,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[10589,53,2419,1328,658],"class_list":["post-63007","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-ai-valuation","tag-anthropic","tag-claude-ai-model","tag-michael-burry","tag-spacex"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/63007","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=63007"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/63007\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/63008"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=63007"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=63007"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=63007"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}