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Mar 12, 2026 12:10 PM

Pentagon's Claude Unwind Leaves Palantir In Crosshairs—And Michael Burry Isn't Letting Up

Palantir Technologies Inc. (NASDAQ:PLTR) is still running Anthropic models inside its defense platforms even as the Pentagon moves to blacklist the AI startup, CEO Alex Karp told CNBC on Thursday. 

At the same time, investor Michael Burry is keeping the pressure on Palantir, reiterating his bearish stance on the stock and warning of more downside after a steep pullback.

PLTR stock is moving. See the chart and price action here. 

Karp Says Claude is Still Live

In an interview at Palantir's AIPcon 9 event, Karp said Palantir's systems remain integrated with Anthropic's Claude even after the Defense Department designated the startup a "supply‑chain risk" last week.

"The Department of War is planning to phase out Anthropic; currently, it's not phased out," Karp told CNBC, adding that Palantir expects to plug in additional large language models alongside Claude over time.

Pentagon's 6‑Month Unwind

President Donald Trump has ordered all ...