Burry deleted the embedded tweet so can't zoom in on the chart. Anyone care to share what point he was trying to make showing SP500 and FED lines in '01 & '02? I think he's implying no soft landing but can't really tell.
On the Moderna CEO comments, I’m not sure his comments actually support that claim. Saying “Moderna made 100,000 doses in 2019 … for the whole year” sounds pretty clearly like Moderna’s total manufacturing capacity across all products in 2019 was 100,000 doses. The follow on comment re “making a billion doses next year, there’s going to be a pandemic” he said was in a conversation following Davos (which must have been 2020), at which time it wasn’t that far out of the box to think that the emerging epidemic in China could go global and that vaccines would need to be made as soon as possible, ie., 2021 (the next year, following January 2020). Feel like anyone is drawing a long bow to say that Moderna had 100,000 doses of a Covid vaccine manufactured in 2019 from that snippet.
Commented last week that google will drop some AI bombshells in near future and I was right... just didn’t think it’d be them demonstrating their broken AI on their own ad ffs
Pippa Malmgren has a great series of articles on the hot and cold wars currently being played out for those that are interested in more context on China, Russia and the BRIC nations and the BRI.
Burry deleted the embedded tweet so can't zoom in on the chart. Anyone care to share what point he was trying to make showing SP500 and FED lines in '01 & '02? I think he's implying no soft landing but can't really tell.
On the Moderna CEO comments, I’m not sure his comments actually support that claim. Saying “Moderna made 100,000 doses in 2019 … for the whole year” sounds pretty clearly like Moderna’s total manufacturing capacity across all products in 2019 was 100,000 doses. The follow on comment re “making a billion doses next year, there’s going to be a pandemic” he said was in a conversation following Davos (which must have been 2020), at which time it wasn’t that far out of the box to think that the emerging epidemic in China could go global and that vaccines would need to be made as soon as possible, ie., 2021 (the next year, following January 2020). Feel like anyone is drawing a long bow to say that Moderna had 100,000 doses of a Covid vaccine manufactured in 2019 from that snippet.
Commented last week that google will drop some AI bombshells in near future and I was right... just didn’t think it’d be them demonstrating their broken AI on their own ad ffs
Pippa Malmgren has a great series of articles on the hot and cold wars currently being played out for those that are interested in more context on China, Russia and the BRIC nations and the BRI.