Michael Burry called the subprime mortgage crisis when everyone else was buying in. Now he’s watching trillions pour into AI infrastructure, and he’s skeptical. Jack Clark is the co-founder of Anthropic, one of the leading AI labs racing to build the future. Dwarkesh Patel has interviewed everyone from Mark Zuckerberg to Tyler Cowen about where this is all headed. We put them in a Google doc with Patrick McKenzie moderating and asked: Is AI the real deal, or are we watching a historic misallocat...