Michael Burry said in a Wednesday X post that Anthropic is "eating Palantir's lunch," citing a "massive boost from $9B to $30B ARR at Anthropic" because it "offers the easier, cheaper, intuitive solution for businesses." Palantir stock fell 8% in Thursday's session after Burry's comments, dropping to around $129.30 per share, and shares are down nearly 30% year to date. Burry noted that Palantir's government contracts do not give it an edge, arguing real profitability stems from private sector business. He added, "Anthropic' went from $9B to $30B in months, it took PLTR 20 years to get to $5 Billion," and stated Anthropic "is taking 73% of all new enterprise spending." Burry cited data from financial operations platform Ramp, referencing a March 2026 analysis from economist Ara Kharazian, which showed "nearly one in four businesses on Ramp now pays for Anthropic (a year ago, it was one in 25)." The report also noted "OpenAI's 1.5% decline was the largest in any single month for any AI model company since we started tracking business AI adoption," and that the share of companies paying for Claude before OpenAI reached 73% in February.