Going Short on Generative AI

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Good Morning,

Just a short note about AI bubble developments. As a pro-contrarian thinker around AI, Michael Burry joining Substack is making the AI bubble debates a lot more interesting for me. is a legendary short investor and tactical analyst and financial writer. Read about some of his early experiences here.

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Michael Burry1 is the #1 New Best Seller on Substack and the top trending Finance writer as of November 29th, 2025.

AI Adoption Rates Starting to Flatten Out

Generative AI adoption isn’t doing so hot right now at the end of 2025. If Generative AI was a general purpose technology wouldn’t it be creating more jobs with people and companies be more enthusiastic about it?

Torsten Slok is Chief Economist over at Apollo. Data from the Census Bureau and Ramp shows that AI adoption rates are starting to flatten out across all firm sizes, see charts above and below.

If LLMs were adding economic value and boosting productivity, why would adoption of AI be flattening or even declining?

There’s another recent survey from a reputable source that shows even more concerning results.

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