Top all-time · #8456
Michael Burry
Personal blog · michaeljburry.substack.comeconomicsbusiness
Michael Burry writes Cassandra Unchained, a personal blog at michaeljburry.substack.com about economics and business. Since 2025, 9 different Hacker News readers have linked it 9 times, most often “Michael Burry Foundations: My 1999 (and part of 2000)”. It is still writing: the last post was on 2026-11-02, and you can follow it by feed.
Too few sampled comments (1) to say how often HN recommends it.?
Why HN links it
One commenter links Michael Burry's Substack as the source of the thread's debate on whether SpaceX and Anthropic are worth $1T. Comments don't judge the writing itself.
Summarised by Claude from a sample of 1 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns. Click to read Cassandra Unchained, by Michael Burry, a Substack pu
Most-linked posts?
- Michael Burry Foundations: My 1999 (and part of 2000)3 people · 3 mentions · first linked 2025-11-28
- History Rhymes: Large Language Models Off to a Bad Start?2 people · 2 mentions · first linked 2026-03-01
- Michael Burry's Substack2 people · 2 mentions · first linked 2025-11-25
What Hacker News says?
This is what they're actually talking about: https://michaeljburry.substack.com/ And the counterpoint is that META, GOOG, AMZN, MSFT are all betting their companies that AI is the next move. Just yesterday, GOOG lent another $80 billion to be invested in their AI hardware, and they're also investing their own stock in AI hardware, for a cumulative investment of already over $1 trillion. Clearly the tech sector think…
Comment linking /
on “Michael Burry says neither SpaceX nor Anthropic is worth $1T”Submitted Michael Burry's Substack as a story · 5 points
HN discussionSubmitted Foundations: My 1999 (and Part of 2000) as a story · 2 points
HN discussionSubmitted Michael Burry Foundations: My 1999 (and part of 2000) as a story · 2 points
HN discussionSubmitted History Rhymes: Large Language Models Off to a Bad Start? as a story · 1 points
HN discussionSubmitted History Rhymes: Large Language Models Off to a Bad Start? as a story · 1 points
HN discussionSubmitted Michael Burry's Manifesto: Why I'm Short Palantir as a story · 1 points
HN discussionSubmitted Tragic Algebra of Stock-Based Compensation as a story · 1 points
HN discussionSubmitted Foundations: My 1999 (and Part of 2000) as a story · 1 points
HN discussion
