'Anthropic is Eating Palantir's Lunch': Michael Burry

Benzinga_recent_news04-09

Burry posted his latest jab at Palantir Wednesday on X: "Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, ...

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04-09
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That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, cheaper, intuitive solution for businesses,\" he said.  \n\"PLTR can have government, which is low margin and small.  Anthropic’went from $9B to $30B in months, it took $PLTR 20 years to get to $5 Billion.  Anthropic is taking 73% of all new enterprise spending per Ramp,\" Burry added. \nRamp's March AI Index shows business AI adoption at a record 47.6%, with nearly one in four Ramp customers now paying for Anthropic, up from roughly one in 25 a year ago. \nAnthropic's adoption grew 4.9 percentage points month-over-month, its fastest pace yet, and it now wins about 70% of first‑time, head‑to‑head enterprise purchasing decisions versus OpenAI.\nRamp also notes this is a \"complete reversal\" from 2025, when OpenAI was gaining share faster than rivals, underscoring a rapid shift toward Claude in business workflows. \nThat backdrop makes Burry's claim that Anthropic is \"eating Palantir's lunch\" resonate with data showing Anthropic capturing the bulk of incremental enterprise AI spend.\nBurry previously disclosed a sizeable short in Palantir via long‑dated $50 strike put options expiring in 2027, giving him downside exposure to roughly 5 million shares. \nHe has argued Palantir is a low‑margin consulting shop dressed up as a high‑growth AI/SaaS story, pointing to accounts receivable expanding far faster than revenue and heavy stock‑based comp as red flags.\nHe has also blasted what he calls Palantir's \"overpromising\" on AI, saying the company relies on external model providers like Anthropic and \"has no real AI software of its own.\" \nBurry's latest post builds on his view that Palantir's government work is smaller, lower‑margin and increasingly dependent on the very foundation models that are now winning direct enterprise relationships on their own.\nRamp's numbers give Burry fresh ammunition: Anthropic is rapidly becoming the default choice for corporate AI spend, while Palantir must prove its higher‑touch platforms can capture comparable economics. \nIf Anthropic continues to dominate new enterprise AI budgets, Burry's bet is that the market will re-rate Palantir away from pure‑play AI darling toward more mundane systems integrator multiples.\nPLTR Price Action: According to Benzinga Pro data, Palantir stock was down 2.05% at $146.98 Wednesday, amid a broad market rally on the Middle East ceasefire. \nThis image was generated using artificial intelligence via Gemini. \nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":551546612098808,"gmtCreate":1775676042188,"gmtModify":1775676046157,"author":{"id":"4093738307963550","authorId":"4093738307963550","name":"APRAJ","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4093738307963550","idStr":"4093738307963550"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551546612098808","repostId":2626925137,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2626925137","isCrawlerRequest":true}