Michael Burry is still shorting Palantir — and says Anthropic is the bigger AI winner
View original at finance.yahoo.comMichael Burry is still shorting Palantir — and says Anthropic is the bigger AI winner Michael Burry, most famous for shorting the housing market ahead of the 2008 financial crisis, said that ‘Anthropic is eating Palantir’s lunch’ in a now-deleted post on X (1)…
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Anthropic is eating Palantir's lunch
60% confidenceAnthropic's product is the easier, cheaper, intuitive solution for businesses
60% confidenceAnthropic went from $9B to $30B in months, while it took Palantir 20 years to get to $5 billion
60% confidenceOpenAI is the company with the most adopted model overall, with 34.4% of U.S. businesses having a paid subscription
60% confidenceBurry has maintained put options on Palantir since fall 2025 and is not planning on selling them despite Trump's posts
60% confidence73.3% of new businesses choose Anthropic over OpenAI when they spend on AI for the first time
60% confidencePalantir's government contracts are low margin and small
60% confidenceAnthropic is taking 73% of all new enterprise spending per Ramp
60% confidenceAnthropic is in second place at 24.4% of U.S. businesses with paid subscriptions
60% confidence
Data points we hold from this source
| Anthropic · new customer preference | 73.3 percent |