Investor Michael Burry's concerns about Anthropic outcompeting Palantir in enterprise AI triggered a sharp selloff in PLTR shares.

Michael Burry posted on X (now deleted) claiming Anthropic is "eating Palantir's lunch" in the enterprise AI market

Palantir stock fell sharply following Burry's post highlighting competitive threats in the AI sector

Anthropic's rapid enterprise adoption is being positioned as a direct challenge to Palantir's market position

The post revived investor concerns about competition in the enterprise AI space, a key pressure point for Palantir's valuation