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Against the Rules
Michael Lewis examines what has happened to fairness in American life through people and institutions that depend on public trust.
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Michael Burry Speaks | Michael Lewis
Burry says his Palantir put position was about $10 million, not the reported $1 billion, while arguing stock-based compensation and buybacks offset essentially all income.His broader warning is that AI capex may lift market capitalization faster than spending unfolds, while passive ownership could amplify a longer bear market; Google’s search economics face costly AI queries and likely LLM commoditization.