Short Thoughts May 29, 2026
Sneak Peek into Heretic’s Guide to AI’s Stars Part IV
Part IV of the Heretic’s Guide to AI’s Stars is coming along nicely. In light of the news today about Apollo’s $38 billion debt raise for Google’s TPUs (not NVIDIA’s GPUs) for Anthropic, I have decided to pre-release one visual from Part IV.
No explanation now. That is coming in Part IV.
Hopefully I placed enough information in the visual to make it somewhat self-explanatory.
There is another angle story as well, but that is saved for Part IV.
Until Next Time!
Dr. Burry you are posting faster than I can read and absorb. I have so many readings still to go through. 🐌🐌🐌🐌🐌 I had to reread the heretics I and II before I deep dived into III. I only did a fast read of the heretic III before. I hope you take a break so I can catch up. Haha. But I have to say it is getting easier to read than few months back as I don't have to Google a lot of things now. Terms are slowly solidifying in long term memory bank.
The visual is giving me a headache 🤕
So is the ai bubble 🫧