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Investor Burry Warns: Palantir Falters as Anthropic Soars

4/10/2026

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Summary

Story summary

Michael Burry, investor, warns Palantir is losing ground as Andrew Left bets against Palantir.
Anthropic's annual recurring revenue rose from $9 billion to $30 billion due to its user-friendly solutions, despite concerns about the Mythos model.
Palantir's growth has been slower than Anthropic's.
Nearly 25% of businesses pay for Anthropic's services now, up from 4% a year ago.
This shift has contributed to a 7% decline in software stocks.

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Story summary

Michael Burry, investor, warns Palantir is losing ground as Andrew Left bets against Palantir.
Anthropic's annual recurring revenue rose from $9 billion to $30 billion due to its user-friendly solutions, despite concerns about the Mythos model.
Palantir's growth has been slower than Anthropic's.
Nearly 25% of businesses pay for Anthropic's services now, up from 4% a year ago.
This shift has contributed to a 7% decline in software stocks.