Not Your Advisor

Not Your Advisor

My Read on Michael Burry’s and Ares’ lastest warning on AI

Sep 28, 2026
∙ Paid

(Hypothetical AI data centers in space)

His original paywalled work can be found here:

Cassandra Unchained
Short Thoughts: A Wall Street Titan Hands Us Part V.5 of Our Heretic’s Guide to AI’s Stars
Parts IV and V of the Heretic’s Guide are leading into a Part VI that focuses on the financing web. I am working on that now, but this is need to know now information, so here it is…
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12 hours ago · 46 likes · 9 comments · Michael Burry

If you do not have a paying membership to Michael Burry, here is my analysis of the read for my paying subscribers.

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