The ‘Big Short’ investor Michael Burry is known for his no-holds-barred criticism, and this time, it pointed towards Palantir stock (NASDAQ: PLTR). The millionaire, in his self-styled, posted a characteristically blunt message on X, that AI startup Anthropic (ANTH.PVT) is “eating Palantir’s lunch.”

The Scion Asset Management founder then deleted his tweet, but the damage was already done. Palantir stock plunged 7.26% on Thursday following his bold statement. Just a month ago, Michael Burry warned that Google’s Alphabet stock is set to face serious trouble.

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Michael Burry’s Blunt Take on Palantir Stock Stirrs the Hornet’s Nest

Michael Burry does not blurt out bold proclamations without backing them up with concrete data. His tweet was not a problem in the stock market circles, especially for Palantir, but the data he pointed out struck a chord in Wall Street. He first shed light on Anthophic’s explosive growth, explaining that it climbed from $9 billion to $30 billion in annual recurring revenue (ARR) in just a few months.

He stressed that businesses are moving toward cheaper options to sustain revenues. That’s proof that enterprises want “easier, cheaper, (and) intuitive” solutions, he said. However, this isn’t the case for Palantir, he said, which took 20 years to reach $5 billion. “It took (Palantir stock) PLTR 20 years to get to $5 billion,” he wrote.

This is not the first time that Michael Burry has had a beef with Palantir. In September 2025, he disclosed a significant ‘short position’ in Palantir stock, remaining confident of its decline. He forecasted that the company would have a multiyear decline and shorted it through long-dated put options. “PLTR can have government, which is low margin and small,” Burry wrote in the deleted post. He also said that Antrophic is growing at lightning speed, hinting that it could be the next big thing.