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Source document· April 12, 2026

Michael Burry is still shorting Palantir — and says Anthropic is the bigger AI winner

View original at finance.yahoo.com

Michael Burry is still shorting Palantir — and says Anthropic is the bigger AI winner Michael Burry, most famous for shorting the housing market ahead of the 2008 financial crisis, said that ‘Anthropic is eating Palantir’s lunch’ in a now-deleted post on X (1)…

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Palantir's government contracts are low margin and small
60% confidence
73.3% of new businesses choose Anthropic over OpenAI when they spend on AI for the first time
60% confidence
Anthropic went from $9B to $30B in months, while it took Palantir 20 years to get to $5 billion
60% confidence
Anthropic is eating Palantir's lunch
60% confidence
Anthropic is in second place at 24.4% of U.S. businesses with paid subscriptions
60% confidence
Burry has maintained put options on Palantir since fall 2025 and is not planning on selling them despite Trump's posts
60% confidence
Anthropic is taking 73% of all new enterprise spending per Ramp
60% confidence
OpenAI is the company with the most adopted model overall, with 34.4% of U.S. businesses having a paid subscription
60% confidence
Anthropic's product is the easier, cheaper, intuitive solution for businesses
60% confidence

Data points we hold from this source

Anthropic · new customer preference

73.3 percent

Lo que sabemos · la inteligencia detrás de esta página

En vivo desde el sustrato

Lo que estamos viendo

Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets

Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.

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Señales que seguimos

Satellite-Terrestrial Network Integration Acceleration

Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases

Patrones que observamos ›

Donde las fuentes discrepan

ING Group

Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.

Señalamos los conflictos abiertamente ›

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