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Anthropic is 'Not' Eating Palantir's Lunch
Michael Burry posted on X that Anthropic is eating Palantir's lunch, citing Anthropic's ARR growth from $9 billion to $30 billion and data showing Anthropic now captures 73% of new enterprise AI spending. Palantir dropped 6% on the news. Then Burry deleted the post. This morning I walk through the argument, why I think the framing of Anthropic versus Palantir misses the point, and why these two companies are more complementary than competitive.
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for…
The skinny
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