Billionaire Michael Burry: Anthropic Is a Serious Threat to Palantir Stock

Billionaire Michael Burry is simply a erstwhile hedge money manager champion known for betting against the lodging marketplace up of the fiscal situation successful 2008. Those events were chronicled successful the best-selling caller The Big Short: Inside the Doomsday Machine.

Last November, Burry made waves connected Wall Street erstwhile helium disclosed a important abbreviated presumption successful Palantir Technologies (NASDAQ: PLTR). CEO Alex Karp responded by blasting Burry successful a CNBC interview. "I deliberation what is going connected present is marketplace manipulation."

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Burry has since closed his hedge fund, but helium remains bearish connected Palantir. Last week, successful a present deleted X post, helium said Anthropic was "eating Palantir's lunch." He cited Anthropic's explosive income maturation arsenic impervious that its products are the easier, cheaper, and much intuitive solution for integrating AI into concern processes.

Here's what investors should know.

Anthropic is an artificial quality (AI) probe institution recovered successful 2021 by erstwhile OpenAI employees who near implicit information concerns. Its merchandise ecosystem has 4 main pillars.

1. Claude is simply a conversational assistant.

2. Claude Code is an agentic instrumentality for bundle developers.

3. Claude API is an exertion improvement platform.

4. Claude Cowork is an agentic instrumentality for cognition workers.

In April 2026, Anthropic said its yearly gross tally complaint had surpassed $30 billion, much than tripling from $9 cardinal astatine the extremity of 2025. Revenue maturation has accelerated importantly since the institution released Claude Cowork successful January. Cowork uses plugins to automate tasks crossed a scope of disciplines, from concern and income to analytics and engineering.

Anthropic closed its astir caller backing circular with a post-money valuation of $380 billion. That means the institution is valued astatine astir 13 times its astir caller annualized income figure, which is not unreasonable. Meanwhile, Anthropic expects its income to summation faster than 100% annually to scope $150 cardinal by 2029.

Unfortunately, astir retail investors person constricted options successful presumption of getting vulnerability to Anthropic, but 2 funds are worthy consideration. The KraneShares Artificial Intelligence and Technology ETF has 3% of its assets successful Anthropic, and the Ark Venture Fund has 3.5% of its assets successful Anthropic. Alternatively, investors could hold for the Anthropic IPO, which is apt to travel aboriginal this year.