Palantir Technologies Inc. (NASDAQ:PLTR) is still running Anthropic models inside its defense platforms even as the Pentagon moves to blacklist the AI startup, CEO Alex Karp told CNBC on Thursday.
At the same time, investor Michael Burry is keeping the pressure on Palantir, reiterating his bearish stance on the stock and warning of more downside after a steep pullback.
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Karp Says Claude is Still Live
In an interview at Palantir’s AIPcon 9 event, Karp said Palantir’s systems remain integrated with Anthropic’s Claude even after the Defense Department designated the startup a “supply‑chain risk” last week.
“The Department of War is planning to phase out Anthropic; currently, it’s not phased out,” Karp told CNBC, adding that Palantir expects to plug in additional large language models alongside Claude over time.
Pentagon’s 6‑Month Unwind
President Donald Trump has ordered all federal agencies to “immediately cease” use of Anthropic’s technology, but the directive gives the Pentagon roughly six months to unwind existing deployments of Claude across classified and operational systems.
Agencies including State, Treasury and Health and Human Services have already begun shifting from Claude to rivals like OpenAI under the same White House directive, underscoring the broader federal push away from Anthropic.
Claude was the first frontier model deployed on U.S. classified networks through partnerships with Palantir and other contractors, and it remains in use supporting U.S. military operations in Iran even as the phase‑out clock starts.
Palantir’s Maven Smart Systems framework, used for intelligence and targeting, incorporates prompts and workflows originally built on top of Claude, complicating efforts to rip Anthropic out quickly.
Burry Keeps Firing at PLTR
Separately, Burry has been using Substack posts and X to renew his criticism of Palantir’s valuation and chart setup, highlighting a head‑and‑shoulders pattern and predicting more than 40% downside in the shares.
The investor has also resurfaced past reports and controversial comments from Karp — including a viral “fentanyl‑laced urine drone” quip about hostile analysts — as he alleges aggressive corporate tactics and questions the durability of Palantir’s AI boom.
Market Backdrop for PLTR
Burry first disclosed a sizable Palantir short in November, and since then the stock has dropped roughly 30% amid broader volatility in software and high‑multiple AI names.
Bulls argue recent Defense Information Systems Agency approvals and deeper integration with core Pentagon systems strengthen Palantir’s moat, but the Anthropic phase‑out and Burry’s very public campaign keep headline risk elevated around the name.
PLTR Price Action: According to data from Benzinga Pro, Palantir shares were up 1.05% at $153.19 at the time of publication Thursday.
Photo: PJ McDonnell / Shutterstock
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