Michael Burry Says Anthropic IPO Filing Adds to His AI-Boom Concerns

Investor Michael Burry said Anthropic’s IPO filing reinforces his concerns about the AI boom, arguing that linked financing and heavy computing commitments could leave the industry exposed if growth slows.

He cited interconnected financing arrangements and large computing commitments as risks if growth slows.

Burry has also said he was moving up his timeline for a potential reversal in the AI trade while shifting bearish positions into put options expiring in June and September 2027. TokenPost previously covered those options changes.

A put option gives its holder the right to sell an asset at a set price by a specified expiration date. Burry said his portfolio shift reflected his view that the AI trade could reverse sooner than expected.