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VOICE ARCHIVE

James Chanos

@realjimchanos
9 posts
2026-02-02
This is bad, even by today's standards. #GoldenAge
2026-02-02 View on X
Wall Street Journal

Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration

$500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips

2026-02-01
This is bad, even by today's standards. #GoldenAge
2026-02-01 View on X
Wall Street Journal

Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration

$500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips

2025-11-12
And yet, despite $CRWV having clients willing to “re-up” fully-depreciated GPU contracts within 5% of original contracted prices...margins are declining. Lol, ok.
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

As the AI DC bulls now try to convince you to extend depreciable lives on GPU's today, consider this: $CRWV's 3Q annualized Adj EBITDA was $3.4B, and annualized interest was $1.2B. Using 10-year life(!) on their $20.0B of est. GPU's ($2.0B) means they are still barely profitable.
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

2025-11-06
So the cash-incinerating company at the epicenter of the AI Ecosystem, whose CEO is already taunting non-existent short-sellers, wants Federal taxpayer guarantees on its debt issuance...?! AYFKM...???!!! [image]
2025-11-06 View on X
Wall Street Journal

OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government will “backstop” financing of its data center deals

Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments

2025-09-15
Fascinating read on tech innovation. (Ht: ⁦@ActAccordingly⁩) https://joincolossus.com/...
2025-09-15 View on X
Colossus

The AI revolution has more in common with shipping containerization than the boom unleashed by the microprocessor: diffuse global benefits but few new fortunes

The disruption is real.  It's also predictable.  — ISSUE 04  —  Fortunes are made by entrepreneurs and investors … X: @actaccordingly , @shearic , @joincolossus , @sameer_singh17 ,...

2025-04-13
So we won't be assembling smartphones here, after all...?!
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2025-04-12
So we won't be assembling smartphones here, after all...?!
2025-04-12 View on X
Bloomberg

The Trump administration excludes smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from reciprocal tariffs

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2024-09-08
(2) “xAI executives have discussed an even revenue split from Tesla's FSD...” Congratulations $TSLA shareholders, whatever you thought you would make in FSD and Optimus profits, it looks like one of Musk's other companies will share in it with you. [image]
2024-09-08 View on X
Wall Street Journal

Sources: xAI discussed a deal that would give Tesla access to its AI models to help power Full Self-Driving in exchange for a share of Tesla's software revenue

Under a proposed arrangement, the startup would give Tesla access to its AI technology in exchange for a slice of the carmaker's software revenue