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All episodes← E250E252 →
E251Nov 14, 2025

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Takes
4
Companies
3
Right so far
0
Wrong so far
4

Directional takes judged by each stock's move since this episode aired.

MetaMETA-4.3% since this episode
ChamathChamathBullish✗ wrong so far

Chamath dismisses Burry's 'cooking the books' accusation against hyperscalers like Meta, arguing their business models are too strong to need accounting manipulation and that ongoing kernel/chip improvements genuinely extend hardware utilization.

The business models of these companies are just far too good for them to get to the point of having exhausted every other operational tactic that then they have to cook the books. These are not the 7 companies that are going to cook the” ⚑
FriedbergFriedbergBullish✗ wrong so far

Friedberg argues that Meta's extension of depreciation schedules for data center hardware is justified by real-world evidence of 7-8 year old TPUs/GPUs running at 100% utilization, meaning reported earnings are not inflated and Burry's short thesis is wrong.

Everyone says the same thing, that these 7- and 8-year-old TPUs and GPUs that are sitting in the data centers are still being used, and they're being used at 100% utilization. So that actually justifies and validates the depreciation” ⚑
PalantirPLTR-24.7% since this episode
ChamathChamathBullish✗ wrong so far

Chamath argues Palantir's premium valuation is justified because it is uniquely differentiated with no viable competitor to churn to, making its cash flows more durable than peers trading at lower multiples, and believes shorts will lose money.

Palantir is both unique and well-run, and there's no clear alternative, so there's no place to churn to. And so I think the reason why it has a premium valuation is because the duration and the durability of these cash flows are much” ⚑
OracleORCL-6.6% since this episode
FriedbergFriedbergBullish✗ wrong so far

Friedberg's defence of extended depreciation schedules for hyperscalers (including Oracle) applies equally here: real-world utilisation data justifies longer asset lives, and he believes Burry's short thesis on inflated earnings is mistaken.

I actually think Michael Burry's got this wrong.” ⚑