The AI race has no shortage of contenders, but Palantir Technologies Inc‘s (NASDAQ:PLTR) co-founder Joe Lonsdale knows exactly where he would place his bet today. Appearing on CNBC’s Squawk Box, the Palantir co-founder was asked a simple question: if he could choose between investing in SpaceX, Anthropic or OpenAI, which would he pick?

His answer offered a clear endorsement of SpaceX and Anthropic’s position in the rapidly evolving AI landscape.

“I have bought SpaceX and Anthropic actually,” Lonsdale said. “I think those are the two strongest right now by far.”

Anthropic’s Momentum

While Lonsdale stressed that OpenAI remains an impressive company, he suggested the balance of momentum may be shifting.

“I think Anthropic clearly has the momentum behind it,” he said.

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.

Lonsdale pointed ...