The investor who bet against the US housing market in the run-up to the 2007 financial crisis has now placed a significant wager on the collapse of the artificial intelligence (AI) boom.

  • ragebutt@lemmy.dbzer0.com
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    8 months ago

    Expiration and strike price were not shared so unclear what his play is. For reference “the big short” was about 1.3 billion in total placed in 2005-2006 with an expiration around 5 years later around 2010-2011. It was somewhat standard for burry/scion capital and possibly still is so they could be playing this assuming the bubble will pop no later than 2030 (and paying 10s of millions a year to maintain those contracts) or they possibly have data to suggest an earlier expiration is worthwhile. They obviously won’t share this and public disclosures aren’t required