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

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

Palantir CEO Alex Karp, Michael Burry and Anthropic CEO Dario Amodei. Jim Spellman/WireImage; Krisztian Bocsi/Bloomberg via Getty Images; Andrew Toth/FilmMagic.Michael Burry thinks Anthropic is beating out another AI darling."The Big Short" investor said that he thinks the market is shifting in favor of the Claude creator.In his view, Anthropic's popularity with enterprise clients is worth more than Palantir's government contracts.Michael Burry …

Palantir Stock Slides After Michael Burry Flags Anthropic as Emerging AI Leader

Veteran investor Michael Burry, best known for predicting the 2008 financial crisis, has raised concerns about Palantir Technologies (NASDAQ: PLTR) while simultaneously highlighting the rapid expansion of AI startup Anthropic. Key Points Michael Burry criticized Palantir Technologies and contrasted it with the faster-growing AI firm Anthropic. He argued Anthropic is gaining stronger enterprise AI momentum and relevance than Palantir. Following …