Michael Burry Endorses Ben Affleck's Critique of AI Reliability
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Should l Buy GOOGL?
Source: Benzinga
- AI Reliability Concerns: Ben Affleck criticized large language models like ChatGPT on the Joe Rogan Experience podcast, stating their outputs are fundamentally 'not reliable' and highlighting their inability to replace genuine human creativity, reflecting deep skepticism towards AI technology.
- Economic Worries: Affleck noted that while ChatGPT 5.0 is 25% better than 4.0, its operational costs have quadrupled, indicating a decline in the economic viability of AI models, which could impact their future development.
- Burry's AI Bubble Warning: Michael Burry has repeatedly warned of an impending AI bubble burst, criticizing tech giants like Microsoft and Alphabet for heavy investments in infrastructure that he believes will soon become obsolete, suggesting a significant market correction may be on the horizon.
- Shorting NVIDIA: Burry announced he is betting against NVIDIA, calling it the 'purest play' on AI, and accused leading AI companies of 'suspicious revenue recognition', implying potential financial fraud risks within the industry.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 297.390
Low
305.00
Averages
374.25
High
400.00
Current: 297.390
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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