Michael Burry is using fresh data on enterprise AI spending to sharpen a long-running bear case against Palantir Technologies, Inc. (NASDAQ:PLTR), while framing Anthropic as the clear winner in the corporate AI land grab.

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

Burry Strengthens His Case Against PLTR

Burry posted his latest 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 said.  

"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. 

Anthropic is eating $PLTR Palantir's lunch. That massive boost from $9B to $30B ARR at Anthropic is becuase Anthropic offers the easier, cheaper, intuitive solution for businesses. PLTR can have government, ...