Michael Burry is utilizing recent knowledge on enterprise AI spending to sharpen a long-running bear case towards Palantir Technologies, Inc., whereas framing Anthropic because the clear winner within the company AI land seize.
Burry posted his newest 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, cheaper, intuitive solution for businesses,” he mentioned.
“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.
https://twitter.com/michaeljburry/status/2041891378871824549?s=20
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Ramp’s March AI Index reveals enterprise AI adoption at a file 47.6%, with almost one in 4 Ramp prospects now paying for Anthropic, up from roughly one in 25 a 12 months in the past.
Anthropic’s adoption grew 4.9 share factors month-over-month, its quickest tempo but, and it now wins about 70% of first‑time, head‑to‑head enterprise buying choices versus OpenAI.
Ramp additionally notes this is a “complete reversal” from 2025, when OpenAI was gaining share sooner than rivals, underscoring a fast shift towards Claude in enterprise workflows.
That backdrop makes Burry’s declare that Anthropic is “eating Palantir’s lunch” resonate with knowledge displaying Anthropic capturing the majority of incremental enterprise AI spend.
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Burry beforehand disclosed a sizeable brief in Palantir by way of lengthy‑dated $50 strike put choices expiring in 2027, giving him draw back publicity to roughly 5 million shares.
He has argued Palantir is a low‑margin consulting store dressed up as a excessive‑progress AI/SaaS story, pointing to accounts receivable increasing far sooner than income and heavy inventory‑based mostly comp as purple flags.
He has additionally blasted what he calls Palantir’s “overpromising” on AI, saying the corporate depends on exterior mannequin suppliers like Anthropic and “has no real AI software of its own.”
Burry’s newest put up builds on his view that Palantir’s authorities work is smaller, decrease‑margin and more and more depending on the very basis fashions that are actually successful direct enterprise relationships on their very own.
