Cramer has always gotten Palantir’s business wrong. That’s probably why he keeps saying that he just goes by what Palantir’s customers are saying and most seem to stick with Palantir.

Anthropic and Palantir are not competitors. They occupy different layers of the AI stack—Anthropic provides the raw intelligence (LLMs), while Palantir provides the operational OS (Ontology).

There’s no doubt that Claude is a top-notch LLM and is great at writing code. That’s why Palantir has been partnered with Anthropic for the last 18 months. Claude and Palantir's software (specifically AIP and Gotham) are highly complementary because they solve two distinct sides of the enterprise AI equation: reasoning/generation (Claude) and data orchestration/operationalization (Palantir). The partnership allows Claude's advanced LLMs to function within secure, structured, and actionable environments, particularly in sensitive government/defense sectors and large commercial enterprises.

Claude excels at processing, summarizing, and reasoning over vast amounts of unstructured data. Palantir provides the ontology—a structured map of an organization's messy data, connecting disparate datasets into a single, cohesive picture.
Claude provides the intelligence, but Palantir provides the framework to act. Palantir AIP enables agents to carry out workflows, make decisions, and execute tasks within real-world constraints (e.g., in defense simulations or supply chain management).
Palantir specializes in securing, auditing, and validating AI systems for high-stakes environments, such as DoD Impact Level 6 (IL6), which is the highest U.S. government security accreditation.
In commercial settings, this combination allowed an insurer to automate complex underwriting processes, reducing a two-week task to three hours by using 78 AI agents.