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The Knowledge Project #254 · September 14, 2025 · 1h 40m

Anthony Scilipoti: The Bubble No One is Talking About

Anthony Scilipoti
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Anthony Scilipoti — President and CEO of Veritas Group. Called the collapses of Valeant and Nortel before they happened. His edge: asking better questions, reading the fine print, and short selling as a public service. Now has thoughts on AI as a potential bubble.

Highlights

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Ask better questions
The quality of your analysis depends on the quality of your questions, not the quality of your answers.
ClaudeChatGPTGemini
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Read the fine print
Scilipoti called Valeant and Nortel by reading what everyone else skipped.
ClaudeChatGPTGemini
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Short selling as public service
Short sellers expose fraud and malinvestment. Without them, bubbles grow larger and hurt more people.
ClaudeChatGPTGemini

Misc

✧Called Valeant Pharmaceuticals collapse before it happened
✧Called Nortel collapse before it happened
✧Has concerns about AI as a potential bubble