---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39790964.md"
description: "$Palantir Tech(PLTR.US) had a bizarrely large drop. A possible reason is still Burry's continued bearish view, saying Anthropic will eat into PLTR's market share.What's my take? I believe the two are fundamentally competing in different dimensions. PLTR's moat lies in the data structuring of its ontology (including security, workflow logic, data access, etc.). On top of this platform, it can adapt to various LLMs, and users can also choose independently. This is a relatively heavy data asset moat. The business model starts from the platform and expands upwards (large model applications) and downwards (data infrastructure governance).As a leading LLM, Anthropic's business model is to excel at the application layer and may expand into the platform layer. However, the barriers to entry for a platform are very high, especially regarding military-political data security access. Anthropic's cooperation with the Pentagon is also built on PLTR's Gotham platform, which is what grants it access to military data.I still agree with Karp's view that LLMs are a commodity. The real moat is built on understanding business scenarios, and that's exactly what ontology is doing."
datetime: "2026-04-09T03:28:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39790964.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39790964.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39790964.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# $Palantir Tech(PLTR.US) had a bizarrely large drop…


### Related Stocks

- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)

## Comments (17)

- **做时间的朋友 520 · 2026-04-10T04:15:36.000Z · 👍 1**: Agree 👍 Essentially, a high valuation can't withstand even the slightest disturbance. Last time, I had no position at 128, watched it go to 160. Now that I have a position, I'll start building a position first, and if it falls, I'll continue buying.
- **顺心财来 · 2026-04-09T16:43:42.000Z**: Can I add to my position during this big drop?
- **夜航星 · 2026-04-09T15:12:09.000Z · 👍 1**: Stop talking nonsense. Those who have used it tell you that Burry is right this time; this company has been disrupted.
- **金渐层铲屎官 · 2026-04-09T14:47:25.000Z**: I don't even understand what I'm looking at😵‍💫
- **招财招 · 2026-04-09T14:46:07.000Z**: The big short seller wouldn't have already bought calls, would he?
- **东方华尔街 · 2026-04-09T13:58:36.000Z**: Bro, give me some psychological massage 😂
- **隔壁小河 · 2026-04-09T08:29:26.000Z**: Is there still anyone listening to him? Probably just taking advantage of the situation to dump shares.
- **神威天将军 · 2026-04-09T05:54:56.000Z**: Tonight's call
- **lyhalfway · 2026-04-09T04:53:00.000Z**: However, Anthropic does have ambitions for platformization, as can be seen from its ban on Openclaw and the integration of Lobster's core features into its own Claude Code. But this is a different matter from what Burry expressed about competing with PLTR for market share.
- **外贸幼稚园 · 2026-04-09T04:22:44.000Z**: Yes, inexplicably sinking... bought two calls, 0618, call160
- **宇宙大爆炸 · 2026-04-09T04:18:49.000Z**: Suppose AI writes out this whole ontology routine 🤔
  - **lyhalfway** (2026-04-09T04:19:53.000Z): That means the FDE position has been replaced by AI, which is a bit tough.
- **黑化的交易员 · 2026-04-09T03:55:09.000Z · 👍 1**: Wasn't Anthropic's Pentagon order taken by OpenAI? It shouldn't have much impact on PLTR in the defense sector, I don't really get it.
  - **lyhalfway** (2026-04-09T04:03:47.000Z): Hmm, switching models doesn't affect PLTR. This Burry's viewpoint is total nonsense.
- **哥哥 · 2026-04-09T03:38:18.000Z · 👍 1**: I really can't find the reason. I don't think Burry has that much influence, but the current vote of real money in the capital market is a further valuation kill.
  - **lyhalfway** (2026-04-09T03:42:06.000Z): Yes, I also think he doesn't have that much influence; it's more that his post was deleted too. It's probably still about the ceasefire + concerns over high valuations, taking the opportunity to sell 
  - **Lucybaby** (2026-04-09T18:30:19.000Z): Correct answer