Michael Burry warns Palantir may lose enterprise market to AI

Michael Burry warned that Palantir might lose the enterprise market to AI startup Anthropic. The investor highlighted Anthropic's explosive growth, with annual recurring revenue surging from $9 billion to $30 billion in just months. In contrast, Burry noted Palantir took 20 years to reach $5 billion in ARR, signaling a potential shift in market dominance.