Alex Karp sees Michael Burry's short positions as being taken against artificial intelligence, but I don’t see it that way. What I see is the potential for the liquidity in the AI narrative to spread across more companies. There isn’t infinite money in the world and right now, all this capital is flowing into just two or three giant companies. This can’t go on forever.
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1789 Capital’s portfolio
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Biotechnology is a disruptive innovation. Blockchain is a disruptive innovation. Artificial intelligence is a disruptive innovation. Internet capital market is a disruptive innovation. Additive manufacturing is a disruptive innovation. Disruptive innovation is the future.
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