November 14 2025
- Michael Burry AI short
- Media reporting of $900M vs $9M might have affected the short/long positions?
- Conspiracy Theory: Was the reporting in on it?
- His thesis might be apparently around difference in reporting on how depreciating assets might work
- That the Hyperscalers claiming 2x increase in depreciating schedule (artificially?)
- 2020/2021 is when these schedules started changing (extending)
- Friedberg checked with friends at folks in some of these places and apparently GPUs/TPUs are still being used 7-8 years later so maybe the schedules ARE correct?
- Shorting is just somebody’s ability to cry “fire” in a crowded theater - its hard to claim fraud in 2025 for well run public companies
- Media reporting of $900M vs $9M might have affected the short/long positions?
- Palantir
- Very successful
- Markets - voting matter today and weighing matter in the future (as Warren Buffett has said in the past)
- Some folks are shorting Palantir too!
- Palantir is valued high because its well run AND unique - so there is a lack of credible competitors at least at this point
- This isn’t unique to Palantir - will happen in any sector
- Chamath, Sacks were in DC for a dinner celebrating government shutdown ending
- AllIn SF Holiday Party
- Home Affordability Crisis
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50 year mortgage proposal!!!! (coming from FHFA)
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Average first time home buyer age has grown a lot
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Republicans will lose if they don’t pay attention to this problem
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Obamacare knock on effects led to costs just going up
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Housing, Healthcare, Student Loans - biggest issues for young people
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Every time the government enters a market, it distorts the market - see LA regulation recently that is making rent control even worse (lower caps on rent increase)
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Governments keep making it harder to build housing
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Texas the situation is better - get the wokes out of the way
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Bill Ackman idea for fixing student loan debt - Universities should under-write the loan - they should be the first line of loss - that will be the tell-tale sign that a lot of these degrees make no sense
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- H1B debate
- Laura Ingraham vs Trump
- Chances of abuse when a big company makes 300K applications and games the system with higher numbers
- Science Corner - Coronal Mass Ejections
- Giant waves of charged particles - protons and electrons - from the Sun
- Beautiful aurora
- Flying 1000s of miles per second
- You want to be careful when flying in airplanes during this storm - stay away from higher latitudes typically - north pole flying is turned off usually
- Might lead to a move from electron based computing to photon based computing - this can help mitigate risks from such events from Geomagnetic storms
- Rich Americans moving out
- Tokyo, etc
- Great confiscation is hurting America
- People looking to move to Texas or an international place
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