Overview
- Palantir shares fell as much as 8% Thursday after Michael Burry wrote in a since‑deleted X post that Anthropic is “eating Palantir’s lunch.”
- Burry, who disclosed long‑dated put options against Palantir in 2025 filings, argued Anthropic offers an easier, cheaper option for enterprise AI work.
- Ramp’s March AI Index shows nearly one in four Ramp customers now pays for Anthropic and that Claude wins about 70% to 73% of first‑time enterprise decisions versus OpenAI.
- Reuters reporting cited by multiple outlets says Palantir removed Anthropic’s Claude from its Maven military software after a Pentagon dispute, highlighting regulatory and integration risk.
- Analysts remain split, with targets from a $150 Hold at Benchmark to a $200 Buy at Rosenblatt, as bulls cite 70% revenue growth in Q4 2025 and bears point to triple‑digit earnings multiples.