Michael Burry says AI slowdown warnings may hide a bigger problem

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud-computing company heavily exposed to the AI investment cycle, is caught in a debate that is moving beyond safety. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.MSFT GF Value chart Michael Burry (Trades, Portfolio) says calls from OpenAI, Anthropic and other AI leaders to slow frontier development may be serving their own interests. His argument is simple. Slower development could protect established players just as competition is becoming more intense.