迈克尔·伯里表示，一场阻止两家最大AI公司上市的市场崩盘将对人类有益。
Michael Burry says a market crash that stops two of the biggest AI companies from going public would be good for humankind.
这位《大空头》投资者周二在X上写道：'为了人类的利益，市场应该大幅下跌，阻止OpenAI和Anthropic的IPO。'在后续回复中，伯里提供了更多细节。
"For the benefit of humanity, the markets should tank hard and prevent the OpenAI and Anthropic IPOs," the "Big Short" investor wrote Tuesday on X. In follow-up replies, Burry offered more detail on his post.
他说这些公司将'吸走'并摧毁'数万亿美元的资金'，并补充说这将是'它们造成的损害中最轻微的部分'。
He said the companies would "suck up" and then destroy "TRILLIONS of dollars of capital," adding that this would be "the least of the damage they do."
伯里还对一位用户'让市场崩盘，这样天网就无法IPO'的调侃回复道'沿着这些思路'——这是指《终结者》电影中具有破坏性的人工智能系统。
Burry also replied "Along those lines" to a user who quipped: "tank the market so Skynet can’t IPO" — a reference to the destructive artificial-intelligence system in the "Terminator" movies.
无论伯里设想的是何种更广泛的损害，这两家公司的财务利害关系已经巨大。
Whatever wider damage Burry had in mind, the financial stakes around the two companies are already enormous.
OpenAI首席执行官萨姆·奥尔特曼本月早些时候表示，在AI安全担忧下，2026年上市将是'不明智的'。
OpenAI CEO Sam Altman said earlier this month that going public in 2026 would be "ill-advised" amid AI-safety concerns.
与此同时，据路透社看到的一份招股说明书，Anthropic可能在11月中期选举后IPO。
Anthropic, meanwhile, is likely to IPO after November’s midterm elections, according to a prospectus seen by Reuters.
OpenAI和Anthropic未回应Business Insider的置评请求。
OpenAI and Anthropic didn't respond to requests for comment from Business Insider.
两家公司都需要大量资金来开发先进模型并构建支持它们的计算基础设施。上市可以通过向更广泛的投资者开放，让它们获得更深的资金池。
Both require substantial capital to develop advanced models and build the computing infrastructure that supports them. Going public could give them access to deeper pools of capital by opening them up to a wider range of investors.
伯里本周在Substack的一篇文章中表示，他'比以往任何时候都更有信心'，他看空AI的论点将在未来一年内应验，这比他此前2028年的基本预测提前了。
Burry said in a Substack post this week that he was "more confident than ever" that his bearish AI thesis would play out over the next year, bringing forward his previous base case of 2028.
这位投资者表示，他的信念促使他更新了对一系列目标的做空押注，包括英伟达、Palantir、美光、甲骨文和纳斯达克100指数。
The investor said his conviction led him to refresh his bets against a slew of targets, including Nvidia, Palantir, Micron, Oracle, and the Nasdaq 100.
伯里认为，债务推动的芯片和数据中心支出不可持续，且容易受到利率上升的影响。他写道，如果支出放缓，'一切都会崩溃'。
Burry has argued that debt-fueled spending on chips and data centers is unsustainable and vulnerable to higher interest rates. If spending slows, he wrote, "it all comes apart."
然而，AI股票在今年创下历史新高的过程中基本上无视了这些担忧。
However, AI stocks have largely shrugged off concerns in their march to record highs this year.