Michael Burry fired another shot at Palantir Technologies Inc. (NASDAQ:PLTR) on Wednesday, implying that Ukraine has developed its own in-house Palantir replacement.

PLTR stock is moving. See the chart and price action here.

Burry’s latest social media post highlights a striking admission from Ukraine’s Minister of Defense: the country has built its own battlefield software it says is “no worse” than Palantir, and is increasingly deploying it instead.

Ukraine's Minister of Defense, a big fan of Alex Karp and $PLTR, said in an interview that they have now developed their own software that is "no worse" than Palantir, and is increasingly used instead of Palantir. He did say they still use Palantir, but he volunteered this… pic.twitter.com/Ur6Aep1IYc

— Cassandra Unchained (@michaeljburry) June 17, 2026

Ukraine’s Palantir Replacement

The software is called Delta. Ukraine’s Defense Minister described it in an interview as “a unique world-class product” now used for drones and infantry operations. 

He praised Palantir CEO Alex Karp as the first foreign company chief to visit Ukraine after the full-scale war began. But the disclosure was pointed, Delta, he said, is actively replacing Palantir in more and more use cases, even as the country still uses both systems.