EPISODE · Apr 9, 2026 · 33 MIN
Anthropic is 'Not' Eating Palantir's Lunch
from Rigatoni Capital Podcast · host Colin Santucci
Michael Burry posted on X that Anthropic is eating Palantir's lunch, citing Anthropic's ARR growth from $9 billion to $30 billion and data showing Anthropic now captures 73% of new enterprise AI spending. Palantir dropped 6% on the news. Then Burry deleted the post. This morning I walk through the argument, why I think the framing of Anthropic versus Palantir misses the point, and why these two companies are more complementary than competitive.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Palantir #PLTR #MichaelBurry #Anthropic #AIstocks #BigShort #EnterpriseAI #stockanalysis #marketwatch #wealthmanagement #RigatoniCapital$PLTR $QQQ
What this episode covers
Michael Burry posted on X that Anthropic is eating Palantir's lunch, citing Anthropic's ARR growth from $9 billion to $30 billion and data showing Anthropic now captures 73% of new enterprise AI spending. Palantir dropped 6% on the news. Then Burry deleted the post. This morning I walk through the argument, why I think the framing of Anthropic versus Palantir misses the point, and why these two companies are more complementary than competitive.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Palantir #PLTR #MichaelBurry #Anthropic #AIstocks #BigShort #EnterpriseAI #stockanalysis #marketwatch #wealthmanagement #RigatoniCapital$PLTR $QQQ
NOW PLAYING
Anthropic is 'Not' Eating Palantir's Lunch
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.