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Home/Markets & Investing/MICHAEL BURRY

Michael Burry claims Anthropic is capturing 73% of new enterprise AI spending

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Lennox Gallagher

Michael Burry · Apr 12, 2026

Michael Burry claims Anthropic is capturing 73% of new enterprise AI spending

Source: The Digital Ledger Data Terminal

Palantir stock fell as much as 8% to around $129.30 per share on Thursday. The decline followed comments from investor Michael Burry, who stated on X that Anthropic is "eating Palantir's lunch."

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ai valuation

Anthropic captures 73% of new enterprise AI spending as Palantir loses ground

Nearly one in four businesses on the financial platform Ramp now pay for Anthropic. A year ago, this figure stood at one in 25. This shift is driven by the the plug-and-play AI tools that businesses can integrate faster than the complex systems provided by Palantir. According to investor Michael Burry, 73% of new enterprise AI spending is going to Anthropic, with 73% of new paying customers choosing Claude over OpenAI. Anthropic's annual recurring revenue surged from $9 billion to $30 billion in just months, a pace that contrasts with Palantir's 20-year climb to $5 billion in revenue. Over the same period, OpenAI experienced a 1.5% decline in business customers. Palantir shares fell about 6% on the week's Wednesday. The company trades at a forward earnings multiple well above sector averages.

Burry argues that Anthropic is winning the market shift toward "plug and play" models that allow businesses to quickly integrate AI tools. He attributes this success to Anthropic offering a cheaper, more intuitive solution for businesses than Palantir.

Related Brief2d ago
ai investing

Enterprise AI Spending Is Pivoting to User-Friendly Models, Not Legacy Platforms

Enterprise AI spending is now favoring platforms that are easy to integrate and scale, not those built on complex, custom architectures. Michael Burry's assessment positions Anthropic as the emerging leader in this shift, overtaking Palantir in relevance. Anthropic's growth stems from rising demand for accessible, scalable AI—exemplified by its Claude model—which aligns with the operational pace of modern businesses. Enterprises no longer want to wait months for tailored deployments; they want AI that works out of the box. Palantir’s model, built on intensive data integration and long deployment cycles, is increasingly misaligned with that need. As companies redirect budgets toward faster, more flexible tools, market valuations will follow. Business Insider reports this transition could redefine growth benchmarks for AI investment.

According to data from financial operations platform Ramp and economist Ara Kharazian, Anthropic's annual recurring revenue grew from $9B to $30B in months. Burry claims Anthropic is taking 73% of all new enterprise spending.

Related Brief1d ago
equities

Anthropic's ARR growth reveals Palantir's scale inefficiency

Palantir stock faces a forecasted multiyear decline. This projection follows Michael Burry's identification of Anthropic's annual recurring revenue climbing from $9 billion to $30 billion in a few months. Burry notes that enterprises are shifting toward cheaper and more intuitive AI solutions. Palantir took 20 years to reach $5 billion in annual recurring revenue. Burry has positioned for this decline through long-dated put options.

Adoption rates on the Ramp platform show a nearly one in four businesses now pay for Anthropic, compared to one in 25 a year ago. In February, the share of companies opting to pay for Claude before OpenAI reached 73%.

Related Brief2d ago
artificial intelligence

Anthropic's Managed Agents Target Palantir's High-Cost Integration Model

Palantir shares fell 6.2% on Wednesday and another 7% on Thursday. The decline follows the beta release of Managed Agents, a cloud-based product for deploying AI agents on Anthropic's Claude platform. Managed Agents is a simpler and less expensive alternative to Palantir's Foundry platform, which typically requires consultants and an extensive integration process. Anthropic is targeting the software licensing business that supports Palantir's commercial growth.

Michael Burry

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