Michael Burry, Investor from 'The Big Short,' Warns AI Is Impacting Blue-Collar Jobs, Google Is Gaining Ground, and Nvidia Benefited from Luck

Written by Emily J. Thompson, Senior Investment Analyst

Source: stocktwits

Updated: Jan 12 2026

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Source: stocktwits

AI's Impact on Labor: Michael Burry highlighted that artificial intelligence is reshaping blue-collar jobs and household economics, suggesting that markets may be underestimating these changes.
Google's Competitive Edge: Burry noted that Google is currently ahead of competitors like Amazon and Microsoft, having eliminated its "search inertia," which may enhance its market position.
Nvidia and Palantir's Market Position: Burry described Nvidia and Palantir as the "luckiest" companies in the AI sector, but he warned that Nvidia's advantages may not be sustainable and that Palantir's valuation is heavily reliant on its marketing efforts.
Concerns Over AI Costs: Burry expressed skepticism about the profitability of generative AI and large language models, questioning their cost-effectiveness and competitive advantages in the market.

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.