Palantir stock plunges after 'Big Short' investor, Michael Burry, says Anthropic is eating its lunch

Author: TyroneIrish (24134 Posts - Joined: Oct 8, 2020)

Posted at 5:18 am on Apr 10, 2026

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...Burry noted Anthropic's explosive growth from $9B to $30B in annual recurring revenue (ARR) in just months. That's proof that businesses are pivoting toward "easier, cheaper, (and more) intuitive solutions", he said.

Guess Anthropic's refusal to let Trump's DOD use its products for domestic spying hasn't hurt its appeal in the business community.

btw, the news isn't going to make JD Vance's 'Handler', Peter Thiel, very happy...given his co-founding ownership of Palantir.

Link: https://www.businessinsider.com/michael-burry-anthropic-palantir-short-ai-stocks-tech-pltr-claude-2026-4

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Replies to: “Palantir stock plunges after 'Big Short' investor, Michael Burry, says Anthropic is eating its lunch”

Anthropic loses bid to remove the supply chain risk designation at D.C. Circuit. [LINK] - PaND - 2:13pm 4/9/26 (6) [View All]
- Security at anthropic was abysmal. [LINK] - Curly1918 - 5:41pm 4/9/26
  - Palantir stock plunges after 'Big Short' investor, Michael Burry, says Anthropic is eating its lunch [LINK] - TyroneIrish - 5:18am 4/10/26
  - And it gets even worse. Is Dario Amodei a modern day Dr. Moreau? [NT] [LINK] - Curly1918 - 6:14pm 4/9/26
    - Here's a fun conversation for you. [NT] [LINK] - iairishcheeks - 6:20pm 4/9/26
  - They didn't actually release source code, they released a debug artifact. - iairishcheeks - 5:46pm 4/9/26
- We have "Paleolithic emotions, medieval institutions, and godlike technology" [LINK] - iairishcheeks - 4:04pm 4/9/26

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