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equivalent

‘Big Short’ investor Michael Burry warns Nvidia is the Cisco equivalent in today’s AI boom: ‘Sometimes the new company is the same company on a pivot’

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Michael Burry has doubled down on his concerns of an AI bubble, drawing similarities between Cisco during the late ‘90’s dot-com crash and one key tech company today. In his first Substack post entitled “The Cardinal Sign of a Bubble: Supply-Side Gluttony” published on Sunday, Burry, who was made famous for his prescience on the … Read more

How could Iran respond to the U.S. attack on key nuclear sites? Its options are the ‘strategic equivalent of a suicide bombing,’ expert says

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Until now, the fighting had mostly involved Iran and Israel, which launched airstrikes on the Islamic republic last week. President Donald Trump’s decision to send bombers and cruise missiles into Iran dramatically escalates the conflict and moves the U.S. into offensive operations, not just a defensive posture to protect Israel and American troops in the … Read more

Why AI needs the equivalent of the ‘black box’ in aviation—and America should lead the way

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The rapid global evolution of AI—from OpenAI’s release of GPT-4.5 to China’s development of models like DeepSeek, Baichuan, and others (China’s “AI Tigers”)—highlights a critical challenge for U.S. AI policy. With China’s AI industry valued at $70 billion by Chinese sources in 2023 and global private AI investment surpassing $150 billion last year, is not … Read more

Critical minerals processing will be the equivalent of 19th-century oil refineries—at a Rockefeller moment

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