Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 14 November 2025
⏱️ 55 minutes
🧾️ Download transcript
Summary
(0:00) Michael Burry's big short against AI
(12:00) Why Palantir is so richly valued vs other tech companies
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
(36:18) H-1B debate flares up again after Trump's comments on Fox News
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
(51:14) Rich Americans fleeing "the great confiscation"
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Referenced in the show:
https://x.com/michaeljburry/status/1988778952299802818
https://x.com/_Investinq/status/1988847716613365845
https://x.com/michaeljburry/status/1987918650104283372
https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
https://x.com/jatanackov/status/1988256651103592564
https://x.com/omapproach/status/1988410644907856075
https://x.com/latestinspace/status/1988606899932299700
https://www.swpc.noaa.gov/
Transcript
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| 0:00.0 | All right, everybody, Chamoth is here. I'm here. Freiburg's here. But Saxie Poo, he was up late at the White House. We'll show some pictures later. He couldn't make it today. But let's get started. We wanted to get you a show and we wanted to get it to you on time for your weekend. Let's start with Michael Burry in his shirt. So you guys know, obviously, Michael Burry. He's the capital allocator from the big short, and he just |
| 0:22.5 | deregistered his firm with the SEC. He made a big bet against AI and Palantir. He disclosed |
| 0:29.1 | the shorts against Palantir a couple of weeks ago. They weren't huge. CNBC apparently reported |
| 0:35.8 | that the value was like 900 million. Burry says CNBC was wrong, the value was like 900 million. |
| 0:38.2 | Burry says CNBC was wrong, that it was just 9 million. |
| 0:41.9 | But he had a really interesting accusation. |
| 0:45.6 | And it's related to what we've been talking about here on the show with the buildout of... |
| 0:50.8 | Can we... |
| 0:51.8 | I'm sorry, but can we just talk about the complete and total financial illiteracy of the |
| 0:56.9 | mainstream meeting? |
| 0:58.1 | How do you confuse $9 million and $900 million? |
| 1:02.5 | How do you do that? |
| 1:03.7 | I think maybe it's the cost of the shorts versus the value of the stock that the shorts represent? |
| 1:11.0 | No, it's because there's 100 shares per option. |
| 1:14.3 | Oh, I see, yes, because the options have 100. |
| 1:16.5 | They applied a multiple and they got it wrong. |
| 1:18.5 | Got it. |
| 1:18.9 | Okay. |
| 1:19.3 | So the math, the calculator? |
| 1:22.9 | It's not that they got the calculator. |
| 1:24.2 | It's not that they got the calculator wrong. |
| 1:25.8 | It's just that they're so uninvested in assets that they don't know how asset markets work, I think is the more |
... |
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