Arthur Hayes

Would I ever short NVIDIA?

Never.

But Michael Burry will do it.

He's got the mentality for that.

I don't have the mentality for that.

And so maybe he was like, you know, fuck it.

I've already made so much money.

I've got my own family office to manage.

I'll pursue these strategies and I won't have to care what my LPs think about why these returns are lackluster until I get to that situation when NVIDIA goes down 95%, right?

So I haven't been to China since mainland since 2019.

I've been to Hong Kong a few times.

Obviously, I live in Singapore with a large Chinese diaspora, so you can hear what goes on on the shore.

And I think that there is, at some point I'll write an essay about this.

I think that China is a potential future for a post AI world.

Let me explain that.

So China has been one of the most aggressive in installing robots, right?

They have the most installed robot capacity in an industrial sense of any country per capita in the world.

They've been the most aggressive in terms of

AI, right?

There is no sort of like individual data.