yahoo news | 'Anthropic is Eating Palantir's Lunch': Michael Burry

Michael Burry is sharpening his long‑standing bearish case on Palantir Technologies by pointing to fresh data on enterprise AI spending that he says favors Anthropic as the clear winner. In a recent post on X, Burry claimed “Anthropic is eating Palantir’s lunch,” noting that Anthropic’s annual recurring revenue jumped from $9 billion to $30 billion in just a few months, while Palantir took two decades to reach $5 billion. He added that Anthropic now captures roughly 73 % of all new enterprise AI spend, according to Ramp’s data, whereas Palantir’s market is largely limited to low‑margin, smaller government contracts.

Ramp’s March AI Index highlights a record‑high 47.6 % adoption of business AI, with the share of Ramp customers paying for Anthropic’s services climbing from about one in 25 a year ago to nearly one in four today. Anthropic’s month‑over‑month adoption rose 4.9 percentage points—the fastest pace yet—and it now wins roughly 70 % of first‑time, head‑to‑head enterprise purchasing decisions versus OpenAI. This reversal from 2025, when OpenAI was gaining share, underscores Anthropic’s rapid ascent as the default choice for corporate AI workloads.

Burry, who disclosed a sizeable short position in Palantir via long‑dated $50 strike put options expiring in 2027, has long argued that Palantir is a low‑margin consulting firm masquerading as a high‑growth AI/SaaS story. He points to the company’s expanding accounts receivable, heavy stock‑based compensation, and reliance on external model providers like Anthropic, saying Palantir “has no real AI software of its own.” With Ramp’s data showing Anthropic dominating new enterprise AI budgets, Burry believes the market may re‑rate Palantir away from an AI darling toward a more modest systems‑integrator valuation.

Read more: https://finance.yahoo.com/markets/stocks/articles/anthropic-eating-palantirs-lunch-michael-133121360.html?fr=sycsrp_catchall

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