{"id":68999,"date":"2026-06-10T15:11:11","date_gmt":"2026-06-10T15:11:11","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/68999\/"},"modified":"2026-06-10T15:11:11","modified_gmt":"2026-06-10T15:11:11","slug":"palantir-co-founder-picks-spacex-and-anthropic-over-openai-in-ai-race","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/68999\/","title":{"rendered":"Palantir Co-Founder Picks SpaceX And Anthropic Over OpenAI In AI Race"},"content":{"rendered":"<p class=\"block core-block\">His <a href=\"https:\/\/www.youtube.com\/watch?v=8sRvgMMJyCk\" target=\"_blank\" rel=\"nofollow noopener\">answer<\/a> offered a clear endorsement of SpaceX and Anthropic\u2019s position in the rapidly evolving AI landscape.<\/p>\n<p class=\"block core-block\">\u201cI have bought SpaceX and Anthropic actually,\u201d Lonsdale said. \u201cI think those are the two strongest right now by far.\u201d<\/p>\n<p>Anthropic\u2019s Momentum<\/p>\n<p class=\"block core-block\">While Lonsdale stressed that OpenAI remains an impressive company, he suggested the balance of momentum may be shifting.<\/p>\n<p class=\"block core-block\">\u201cI think Anthropic clearly has the momentum behind it,\u201d he said.<\/p>\n<p class=\"block core-block\">The comments come as Anthropic has emerged as one of the fastest-growing companies in technology, driven by strong adoption of its Claude family of models and growing enterprise demand.<\/p>\n<p class=\"block core-block\">Lonsdale pointed to execution and focus as key differentiators.<\/p>\n<p class=\"block core-block\">By contrast, he suggested OpenAI may have struggled with competing priorities as it expanded into multiple business lines.<\/p>\n<p class=\"block core-block\">\u201cOpenAI was probably doing too much and lost some talent,\u201d he said.<\/p>\n<p>OpenAI Isn\u2019t Out Of The Race<\/p>\n<p class=\"block core-block\">Despite favoring Anthropic, Lonsdale stopped well short of writing off OpenAI.<\/p>\n<p class=\"block core-block\">\u201cWe\u2019re rooting for OpenAI not to implode,\u201d he said, before quickly adding that he believes the company remains highly capable.<\/p>\n<p class=\"block core-block\">\u201cI think the coding stuff is quite strong and I think they\u2019re going to figure it out.\u201d<\/p>\n<p class=\"block core-block\">That assessment reflects a growing debate among investors over whether Anthropic\u2019s recent momentum represents a temporary lead or a more durable shift in the competitive landscape.<\/p>\n<p>The New AI Leader?<\/p>\n<p class=\"block core-block\">Lonsdale\u2019s comments are notable because they come from a longtime technology investor and one of the co-founders of Palantir, a company increasingly embedded in the AI ecosystem.<\/p>\n<p class=\"block core-block\">While many investors still view OpenAI as the face of generative AI, Lonsdale\u2019s remarks suggest some influential figures in Silicon Valley see Anthropic as gaining ground.<\/p>\n<p class=\"block core-block\">For now, his ranking is straightforward.<\/p>\n<p class=\"block core-block\">SpaceX remains his favorite infrastructure play tied to the AI boom. Anthropic, meanwhile, appears to be his preferred pure-play AI company.<\/p>\n<p class=\"block core-block\">As billions of dollars continue flowing into the sector and competition intensifies, Lonsdale\u2019s verdict is clear: among the major AI labs, Anthropic currently has the wind at its back.<\/p>\n<p class=\"block core-block\">Photo courtesy: Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"His answer offered a clear endorsement of SpaceX and Anthropic\u2019s position in the rapidly evolving AI landscape. \u201cI&hellip;\n","protected":false},"author":2,"featured_media":69000,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[8734,9180,14945,5893,27984,5896,7911,5892,157,5891,17956,28294,444,7707,7779,7914,8948,10662,8114],"class_list":["post-68999","post","type-post","status-publish","format-standard","has-post-thumbnail","category-openai","tag-category-general","tag-category-ipos","tag-category-long-ideas","tag-category-news","tag-category-space","tag-category-tech","tag-category-trading-ideas","tag-cms-wordpress","tag-openai","tag-pageisbzpro-bz","tag-symbol-pltr","tag-symbol-spcx","tag-tag-ai","tag-tag-anthropic","tag-tag-artificial-intelligence","tag-tag-expert-ideas","tag-tag-open-ai","tag-tag-spacex","tag-tag-stories-that-matter"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/68999","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=68999"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/68999\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/69000"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=68999"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=68999"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=68999"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}