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yahoo news | 'Big Short' investor Michael Burry says Anthropic is 'eating Palantir's lunch'...

Michael Burry, the “Big Short” investor who has long been bearish on Palantir, recently proclaimed that enterprise AI spending is swinging in favor of Anthropic, the creator of the Claude chatbot. In a Wednesday post on X, Burry wrote that “Anthropic is eating Palantir's lunch,” highlighting the private‑sector growth that has propelled Anthropic’s annual recurring revenue from about $9 billion to roughly $30 billion in just a few months. He argues that Anthropic’s easier, cheaper, and more intuitive solutions give it a clear edge over Palantir’s government‑focused contracts.

Burry’s comments come after he announced a short position on Palantir, suggesting he saw a bubble in the broader AI boom. Yet he now believes the market is shifting toward “plug‑and‑play” models that let companies quickly integrate AI tools. Citing data from the financial‑operations platform Ramp and a March 2026 analysis by economist Ara Kharazian, Burry notes that Anthropic now captures about 73 % of new enterprise AI spending, while Palantir took two decades to reach $5 billion in revenue.

The article also mentions that Burry is not alone in betting against Palantir; short‑seller Andrew Left recently disclosed a short position in the stock while expressing bullishness on privately held AI firms such as Databricks. Both investors see the private‑sector AI market, exemplified by Anthropic’s rapid growth, as the primary driver of future profitability, eclipsing the slower‑moving, government‑contract‑centric model of Palantir.

#michaelburry #anthropic #palantir #bigshort #ai

'Big Short' investor Michael Burry says Anthropic is 'eating Palantir's lunch' as enterprise AI spending shifts

Michael Burry sees Anthropic's rapid rise as a threat to Palantir, highlighting its appeal among businesses due to ease of AI integration.

Yahoo Finance

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Michael Blume Mar 3

Warne seit Jahren vor der Instabilität des Fossilismus & auch im obigen Interview vor der Illusion von „ewigem (Wirtschafts-)Wachstum“ bei demografischer Schrumpfung. Erdöl & Erdgas erschienen nur „billig“, weil die eigentlichen Kosten fossiler Gewaltenergien auf Mitmenschen & Mitwelt externalisiert wurden, im 21. Jht. zurückschlagen.

Als Filme dazu empfehle ich „Don‘t look up“ & „The Big Short“… #Fossilismus #Karbonblase #Reaktanz #Dualismus #DontLookUp #BigShort #Dax https://www.n-tv.de/wirtschaft/Dax-rauscht-um-1000-Punkte-runter-Energiepreise-explodieren-id30425395.html

Iran-Krieg sorgt für Kurssturz: Dax rauscht um 1000 Punkte runter - Energiepreise explodieren

Am ersten Handelstag nach Ausbruch des Iran-Kriegs halten sich die Verluste an der Börse noch in Grenzen. An diesem Dienstag sieht das anders aus. Der Dax bricht um bis zu 4,2 Prozent ein und verliert zwischenzeitlich mehr als 1000 Punkte. Die Preise für Öl und Gas gehen dagegen durch die Decke.

ntv NACHRICHTEN

SpawnXP Nov 14, 2025

Legendary investor Michael Burry officially closes Scion Asset Management in November 2025 after deregistering with the SEC. Complete analysis of his decision to shut down the $155 million hedge fund, recent short positions against Nvidia and AI stocks, cryptic November 25th social media post, and what this means for investors following his next move.

#MichaelBurry #BigShort #HedgeFundClosure #ScionAssetManagement

Margin Ninja Nov 14, 2025

🚨 Burry's Final Act: He deregistered Scion Asset Management.

The Lesson: He removed his 13F duty before his $NVDA & $PLTR shorts could be fully verified as a blunder. Destroy the evidence before you admit the error. 🤡

Audit his final position size here: https://www.13radar.com/guru/michael-burry

#Burry #AIBubble #BigShort #AuditTheGurus

Michael Burry Investment Summary & Portfolio Overview | 13Radar

Explore Michael Burry’s full 13F portfolio. View latest stock buys, sells, top holdings like moh,lulu,slm,brkr,el,meli,regn,unh, and portfolio history.

13Radar

SpawnXP Nov 14, 2025

Breaking news on legendary investor Michael Burry deregistering Scion Asset Management from SEC oversight in November 2025. Analysis of what this strategic move means for his $155 million hedge fund, cryptic social media hints about November 25th plans, and speculation about potential market predictions or family office conversion.

#MichaelBurry #ScionAssetManagement #BigShort #HedgeFund

Andreas Becker Nov 12, 2025

Michael Burry ("Big Short") attackiert die KI-Giganten:

👉 Vorwurf: KI-Konzerne tricksen bei Hardware-Abschreibungen.
👉 Folge: Ihre Gewinne sind künstlich aufgebläht.
👉 Zahl: 176 Mrd. Dollar an fehlenden Abschreibungen.

Ist die KI-Blase wirklich kurz vor dem Platzen?
#MichaelBurry #KI #BigShort
https://www.all-ai.de/news/topbeitraege/big-short-ki

Michael Burrys nächster "Big Short"?

Er sah die Finanzkrise 2008 und wettet jetzt gegen die KI-Giganten. Seine Behauptung? Die Gewinne sind eine einzige Lüge.

All-AI.de

neophen Nov 7, 2025

ο Michael Burry είχε προβλέψει κόντρα σε όλους και σε όλα την κατάρρευση της αγοράς ακινήτων των ΗΠΑ το 2008.

η συντριβή αυτή του χρηματοπιστωτικού τομέα είχε αντίκτυπο στον κόσμο ολόκληρο και φυσικά στην εύθραυστη οικονομία της Ελλάδας που πρακτικά χρεοκόπησε λίγο αργότερα.

αν σας ενδιαφέρει το θέμα και δεν έχετε δει το "The Big Short", χάνετε. το έχω ξαναγράψει.

φυσικά δεν είναι αλάνθαστος, αλλά εγώ βάζω σελιδοδείκτη να επανέλθω...

https://www.msn.com/en-us/money/topstocks/big-short-20-michael-burry-bets-against-nvidia-palantir-stocks-in-stark-warning-against-ai-euphoria-move-along/ar-AA1PLiVj

#MichaelBurry #BigShort

MSN

DP Nov 5, 2025

It's becoming very clear that the bubble is bursting and that the internet functionality is taking a massive nose dive, how could it have gone this way so badly, I am not sure but I am now spending more time trying to verifiy communications than actually communicating and I am not loving it #bigshort #azure #mobile #internet #bubble #crash

N-gated Hacker News Nov 5, 2025

🚨 Hold the front page! The Big Short guy is back with his crystal ball and betting against #Nvidia and Palantir! 🤯 But don't worry, CNN's real concern is if their video player buffered while you tried to care. 🎥🧐
https://www.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock #BigShort #Palantir #CNN #BettingNews #HackerNews #ngated