'Big Short' investor Michael Burry warns of AI bubble risk — why betting on a single winner could backfire

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e=this;e._store.resetNewCount(),e._view.updateBadgeNode(e._badgeNode),M(e._badgeNode,e._config.badge.hideClass)}},{key:"_showIndicator",value:function(){this._indicatorNode&&(this._store.getNotifications().newCount?M(this._indicatorNode,this._config.panel.indicatorClass):I(this._indicatorNode,this._config.panel.indicatorClass))}},{key:"_showBadge",value:function(){var e=this;e._store.getNotifications().newCount?I(e._badgeNode,e._config.badge.hideClass):M(e._badgeNode,e._config.badge.hideClass)}}]),e}(),F={promos:{eligibleBodyClass:"display-push-promos",enableNotifOnboard:!0,bypassEligibleClassCheck:!1,notifOnboardBtnLabel:"Notify Me",notifOnboardMsg:"Get alerts for breaking news and top stories",promoLogo:"https://s.yimg.com/cv/apiv2/ae/news/circle_bell.png",showYahooLogo:!0,subscriptionTopic:"gondor_homerun_news"},badge:{hideClass:"",maxCount:5,selector:""},panel:{emptyPanelMsg:"You have no new 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n,o,i,r=e.getConfig();if(t.ybar&&["desktop","tablet"].includes(r.device)&&(null===(n=r.bucketConfig)||void 0===n?void 0:n.highlight_searchassist)&&(null===(o=r.bucketConfig)||void 0===o?void 0:o.overlay_class)){t.ybar.setAttribute("data-ovrly-bkt",r.bucketConfig.overlay_class),null===(i=t.searchForm)||void 0===i||i.classList.add(Ft[r.bucketConfig.overlay_class]);var a=document.createElement("div");a.classList.add(Ft.overlay,Ft[r.bucketConfig.overlay_class]),document.body.appendChild(a),e.onDestroy((function(){document.body.removeChild(a)})),e.addElementListener(t.searchForm,"focusout",(function(e){if(t.searchForm&&t.searchInput){var n=e.relatedTarget;n&&!t.searchForm.contains(n)&&window.YAHOO.SA&&window.YAHOO.SA.apps&&window.YAHOO.SA.apps[0]&&window.YAHOO.SA.apps[0].view.shown&&window.YAHOO.SA.apps[0].view.hide()}}))}}(e,o),Vt(e,o),o.searchGradientBorder){var i=!1;o.searchInput.addEventListener("keydown",(function(e){var 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analytics darling Palantir Technologies, a data analytics firm known for selling software to governments and corporations to analyze large, complex datasets.Thanks to Jeff Bezos, you can now become a landlord for as little as $100 — and no, you don't have to deal with tenants or fix freezers. Here's howRobert Kiyosaki this 1 asset will surge 400% in a year and begs investors not to miss this ‘explosion’Taxes are going to change for retirees under Trump’s ‘big beautiful bill’ — here are 4 reasons you can’t afford to waste timeIn a now-deleted X post, Burry provided more context on why he's so down on Palantir's business. According to Business Insider (2), Burry argued Palantir is falling behind in the AI race — and pointed to a fast-rising rival he says is pulling ahead.That rival is Anthropic, the artificial intelligence company behind Claude, a chatbot similar to ChatGPT that businesses use for tasks like writing, coding and data analysis. Burry bluntly said that Anthropic is "eating Palantir's lunch," pointing to the former company's massive jump from $9 billion to $30 billion (3) in run-rate revenue over the past few months. Then Burry blasted Palantir for taking 20 years to hit the $5 billion mark.To bolster his case, Burry cited data published by the financial automation provider Ramp (4) in March that showed Anthropic had its fastest monthly adoption rate of 4.9%, bringing its share to 29.4% in the Ramp AI Index.This report also showed that Anthropic is becoming the preferred choice for businesses, with 70% of first-time buyers picking Claude over OpenAI's services. One in four businesses on Ramp claim to use Anthropic, a leap from one in 25 last year.According to Burry, the AI market is a zero-sum game. So, as long as Anthropic keeps winning with simpler and more flexible solutions, names like Palantir supposedly won't profit as much.While Burry's points are debatable, his comments definitely spooked shareholders. Palantir's stock fell roughly 9% (5) from about $154 to $140 when this X post came out on April 8 (6).Read More: How to apply Dave Ramsey’s 7 Baby Steps to your own lifeThere's no question that Claude is killing it recently. Following widespread media attention with flashy Super Bowl ads (7) and a fiery feud with the Department of Defense (DOD) (8), TechCrunch (9) reports that paid subscriptions for Anthropic's Claude doubled in 2026.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersBTC-USD Bitcoin USD 71,620.98 -1,261.04 (-1.73%)ETH-USD Ethereum USD 2,215.30 -31.10 (-1.38%)CL=F Crude Oil May 26 96.57 -1.30 (-1.33%)XRP-USD XRP USD 1.33 -0.02 (-1.25%)BTC-EUR Bitcoin EUR 61,076.16 -1,075.38 (-1.73%)PortfolioSign in to access your portfolioSign inTop gainersOGN Organon & Co. 8.83 +1.92 (+27.79%)XNDU Xanadu Quantum Technologies Limited 8.96 +1.31 (+17.12%)ALAB Astera Labs, Inc. 149.05 +19.59 (+15.13%)MANE Veradermics, Incorporated 68.80 +8.82 (+14.70%)TTMI TTM Technologies, Inc. 121.49 +13.96 (+12.98%)Top losersFSLY Fastly, Inc. 23.07 -6.39 (-21.69%)AKAM Akamai Technologies, Inc. 91.35 -18.26 (-16.66%)FICO Fair Isaac Corporation 922.37 -149.98 (-13.99%)SEZL Sezzle Inc. 59.71 -9.42 (-13.62%)NET Cloudflare, Inc. 166.99 -26.06 (-13.50%)Most activeNVDA NVIDIA Corporation 188.63 +4.69 (+2.55%)PLTR Palantir Technologies Inc. 128.06 -2.48 (-1.90%)HOLX Hologic, Inc. 76.01 0.00 (0.00%)INTC Intel Corporation 62.38 +0.66 (+1.07%)NOK Nokia Oyj 9.46 -0.09 (-0.94%)Top economic eventsEarnings eventsMy earnings eventsEarnings events