Michael Burry, the man immortalized in the movie The Big Short, was the first to spot the mortgage market collapse in 2008 when everyone else saw only endless growth.
In November 2025, history repeated itself. Burry officially placed a $1.1 billion bet against the Artificial Intelligence market by purchasing put options (insurance against a fall) on Nvidia and Palantir stocks. His logic is simple: the market is overheated, infrastructure costs are astronomical, and real profits are scarce.
However, while the “Big Bear” waits for the crash, technology has made two massive breakthroughs that could nullify his forecast.
1. Infrastructure Goes to Orbit Burry is right about one thing: Earth lacks the energy to sustain AI’s growth. But engineers have found a solution—space.
Starcloud: In mid-November, this startup successfully launched the first satellite equipped with an Nvidia H100 chip into orbit. In space, where the sun shines 24/7, solar panels are 8 times more efficient.
Project Sun Catcher: On November 5, Google announced its “moonshot”—a network of orbital data centers that transmit computation results, rather than electricity, using laser communication.
2. Gemini 3: AI That Builds Apps On November 18, Google released Gemini 3, a model trained from scratch. This event caused tension even at OpenAI. The key differentiator of the new model is Generative UI.
Previously, if you asked AI to “pick a rug,” it gave you links. Gemini 3 creates a mini-app right in the chat where you can virtually try the rug in your room. AI has stopped being a text companion—it has become an interface generator.
From SEO to AIO All these events are links in the same chain.
Shopify already allows users to buy products directly within ChatGPT, bypassing store websites.
Google has started embedding ad blocks directly into the answers of its AI Mode.
My Prediction: We are moving toward a future where, for every user query, the neural network will generate a unique, interactive micro-site (Landing Page on Demand) complete with product cards and payment buttons.
Classic search is dying. The task for business now is not to get into the “top 10 links,” but to get into the neural network’s answer. This is a new discipline—AIO (AI Optimization). This is exactly what we do at Startup SEO Lab, helping clients become part of the generative future rather than staying in the past.
🔗 Adapt to the AI Era: https://startupseolab.com/
Author: Yautseyeva Natallia
"With 11 years in growth and SEO, having worked with top agencies and accelerators, I am now based in Shanghai. I build a bridge between traditional SEO and emerging tech. I consult founders on how to secure their traffic as users shift to ChatGPT."
