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CNBC interviewer asked Palantir CEO Alex Karp how he would defend Wall Street’s concern that AI could replicate what Palantir is doing. Karp defended by basically saying that AI companies may have great engineers, but they do not deeply understand the messy, high-stakes enterprise problems Palantir solves on the... ground. ------ Alex Karp: "No one in enterprise factually is worried. I've spent all my life, for better or worse, dealing with the most complicated, most interesting enterprises. I'm on the ground floor of that, probably like no one else. Those kinds of engineers are great engineers, and I'm telling you, they don't talk to the enterprises or understand the technical challenge. If you want to manufacture a car and you need a part, or you want to send a rocket to the moon, or you want to put a missile on your adversary's head and bring America home safely, that stuff doesn't ship. And by the way, there is not a single high-end enterprise like that that would ever put that in place. That is before you even get to the cultural impasse." ---- From "CNBC Television" YouTube channel, (link in comment)show more

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If you want a career that matters, where your work makes headlines - Palantir is the place 🚀 As Alex Karp said in our yesterday’s earnings call: there is simply nowhere better than Palantir for any software engineer who wants to make an impact on the toughest public policy challenges and wants to make that impact in weeks, not years. 1 in 5 of our engineers are doing that here in the UK. DM me if you want to join them…

If you want a career that matters, where your work makes headlines - Palantir is the place 🚀 As Alex Karp said in our yesterday’s earnings call: there is simply nowhere better than Palantir for any software engineer who wants to make an impact on the toughest public policy challenges and wants to make that impact in weeks, not years. 1 in 5 of our engineers are doing that here in the UK. DM me if you want to join them…

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Palantir CEO Alex Karp on why the model is not the moat. The application layer is: "To make them valuable in an enterprise, like a battlefield, regulated, or manufacturing context, you have to have what's called an application layer." "We have this thing called ontology that now everyone's copying. It takes a large language model and makes it safe and useful and precise." "Safe because it doesn't touch your underlying data." "Safe because it prevents the large language model from caching your data and replicating your business." The tell for any enterprise AI pitch: ask what sits between the model and your data. If the answer is nothing, you are not buying leverage. You are renting a fast way to hand your business to whoever owns the weights. Alex Karp, CEO of Palantir, on CNBC.

Palantir CEO Alex Karp on why the model is not the moat. The application layer is: "To make them valuable in an enterprise, like a battlefield, regulated, or manufacturing context, you have to have what's called an application layer." "We have this thing called ontology that now everyone's copying. It takes a large language model and makes it safe and useful and precise." "Safe because it doesn't touch your underlying data." "Safe because it prevents the large language model from caching your data and replicating your business." The tell for any enterprise AI pitch: ask what sits between the model and your data. If the answer is nothing, you are not buying leverage. You are renting a fast way to hand your business to whoever owns the weights. Alex Karp, CEO of Palantir, on CNBC.

Karl Mehta

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Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic. Cerebras CEO Andrew Feldman (Andrew Feldman) says Karp is right: "You shouldn't be dependent on Nvidia. You shouldn't be dependent on one model maker. I think that rarely works out well." "A different way to think about what Alex said is: you want to think about where your advantage is." "If you have unique data, be sure you don't give that away. Be sure you have multiple choices in different parts of the stack, but you get the credit for your data, and it doesn't help make somebody else's model better."

Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic. Cerebras CEO Andrew Feldman (Andrew Feldman) says Karp is right: "You shouldn't be dependent on Nvidia. You shouldn't be dependent on one model maker. I think that rarely works out well." "A different way to think about what Alex said is: you want to think about where your advantage is." "If you have unique data, be sure you don't give that away. Be sure you have multiple choices in different parts of the stack, but you get the credit for your data, and it doesn't help make somebody else's model better."

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Palantir CEO Alex Karp at the National Security Innovation Forum: “The way you dominate the future is you dominate the present… America seems to be the only western country that believes we will be around in 900 to a 1,000 years, and that’s what I want… I want America to be American in a thousand years, and the way you get that is you dominate on the battlefield today.”

Palantir CEO Alex Karp at the National Security Innovation Forum: “The way you dominate the future is you dominate the present… America seems to be the only western country that believes we will be around in 900 to a 1,000 years, and that’s what I want… I want America to be American in a thousand years, and the way you get that is you dominate on the battlefield today.”

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Elon Musk thinks that what Palantir's Alex Karp says here is "based." While Karp speaks of safety and security for Americans, as they make our enemies "afraid," Palantir will ensure YOU are targeted as an "enemy" of America if you say or do anything that conflicts with Palantir's world view or plans. Which means, if you like or share this post you'll probably go on a list (although I'm sure most of us are on such a list). Musk supports Palantir and he cannot, at the same time, be a supporter of America.

Elon Musk thinks that what Palantir's Alex Karp says here is "based." While Karp speaks of safety and security for Americans, as they make our enemies "afraid," Palantir will ensure YOU are targeted as an "enemy" of America if you say or do anything that conflicts with Palantir's world view or plans. Which means, if you like or share this post you'll probably go on a list (although I'm sure most of us are on such a list). Musk supports Palantir and he cannot, at the same time, be a supporter of America.

HighImpactFlix

21,366 Aufrufe • vor 4 Monaten

$PLTR CEO Alex Karp is ripping analysts to SHREDS right now on CNBC 🔮🔥 “Intelligent people learn from their mistakes… everyone else becomes an analyst or an advisor. “Do you want to believe what the librarian says about a book or do you want to go out in the world and see if it works? “They have a huge opinion about how to handle LLMs. It’s completely theoretical and idiotic. If you want to manage LLMs or AI, the infrastructure that allows you to manage them is where the actual value is. “People have been saying we are overvalued for 20 years. People have been saying our products wouldn’t make us profitable. That we would not be able to become a juggernaut. That we would not become GAAP profitable. That we wouldn’t get on the S&P. Keep saying that about us. We love it. It discourages people from doing anything like what we’re doing. And we are winning.”

$PLTR CEO Alex Karp is ripping analysts to SHREDS right now on CNBC 🔮🔥 “Intelligent people learn from their mistakes… everyone else becomes an analyst or an advisor. “Do you want to believe what the librarian says about a book or do you want to go out in the world and see if it works? “They have a huge opinion about how to handle LLMs. It’s completely theoretical and idiotic. If you want to manage LLMs or AI, the infrastructure that allows you to manage them is where the actual value is. “People have been saying we are overvalued for 20 years. People have been saying our products wouldn’t make us profitable. That we would not be able to become a juggernaut. That we would not become GAAP profitable. That we wouldn’t get on the S&P. Keep saying that about us. We love it. It discourages people from doing anything like what we’re doing. And we are winning.”

Jawwwn

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PALANTIR CEO ALEX KARP: “The Palantir Platform, despite what you may read at The New York Times, is actually the most secure, the hardest platform in the world to manipulate and change. Of course any technology can be abused. But if you wanted to abuse a technology, if you wanted to use the deep state to unlawfully surveil people, the last platform in the world you would pick is Palantir because of the granular way we segment and put together and the security models and the access control models that are in Foundry natively.”

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Palantir CEO Alex Karp says Anthropic's Dario Amodei and OpenAI's Sam Altman don't understand how unlikeable they are to the public: "They don't understand how unlikable they are." "I'm not saying I find them unlikable—actually some of the best and most interesting conversations I've had in business are hanging out with some of them—Sam, Dario, others." "You talk to Dario, it's a great time." Via CNBC

Palantir CEO Alex Karp says Anthropic's Dario Amodei and OpenAI's Sam Altman don't understand how unlikeable they are to the public: "They don't understand how unlikable they are." "I'm not saying I find them unlikable—actually some of the best and most interesting conversations I've had in business are hanging out with some of them—Sam, Dario, others." "You talk to Dario, it's a great time." Via CNBC

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CEO of Palantir, Alex Karp: “Somehow in Germany, you are not allowed to talk about migration or the facts… Why is the Democratic Party committing suicide? Same reason… None of us want to live in that society, and it’s not bigoted to say ‘wait a minute, this isn’t working!’”

CEO of Palantir, Alex Karp: “Somehow in Germany, you are not allowed to talk about migration or the facts… Why is the Democratic Party committing suicide? Same reason… None of us want to live in that society, and it’s not bigoted to say ‘wait a minute, this isn’t working!’”

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Palantir CEO Alex Karp on why Europe has no tech scene: "You basically have different parts of the stack: you have the GPU part—chips." "In an enterprise, you're going to have a data integration part of the stack. You can do that by hand." "If you want civil liberties—we do that." "You have an application part of the stack—ontology." "And you have the LLMs, both closed and open models." "To have a tech scene in Europe, you need world-leading components in all those parts. That's not realistic." "So you're going to have to figure out which components are actually the ones that could advance European industry, European sovereignty." "What's really happening in Europe is, you have bureaucrats whose primary idea is, 'How do I protect the market against American companies?'" "Everything else is downstream." Via Mathias Döpfner

Palantir CEO Alex Karp on why Europe has no tech scene: "You basically have different parts of the stack: you have the GPU part—chips." "In an enterprise, you're going to have a data integration part of the stack. You can do that by hand." "If you want civil liberties—we do that." "You have an application part of the stack—ontology." "And you have the LLMs, both closed and open models." "To have a tech scene in Europe, you need world-leading components in all those parts. That's not realistic." "So you're going to have to figure out which components are actually the ones that could advance European industry, European sovereignty." "What's really happening in Europe is, you have bureaucrats whose primary idea is, 'How do I protect the market against American companies?'" "Everything else is downstream." Via Mathias Döpfner

Jawwwn

65,161 Aufrufe • vor 1 Monat

Palantir CEO Alex Karp on controversial uses of AI: “Do you really think a warfighter is going to trust a software company that pulls the plug because something becomes controversial, with their life?” “The small island of Silicon Valley— that would love to decide what you eat, how you eat, and monetize all your data— should not also decide who lives in a country and under what conditions.” “The core issue is— who decides?”

Palantir CEO Alex Karp on controversial uses of AI: “Do you really think a warfighter is going to trust a software company that pulls the plug because something becomes controversial, with their life?” “The small island of Silicon Valley— that would love to decide what you eat, how you eat, and monetize all your data— should not also decide who lives in a country and under what conditions.” “The core issue is— who decides?”

Jawwwn

1,259,467 Aufrufe • vor 6 Monaten

At AIPCon 10, Palantir CEO Alex Karp shares our secret to sales: “We’re hoping that you’ll go to a large language model company and learn that they don’t care about you at all.” “What you will find is there are a myriad of problems that these very important models solve, and there are even bigger problems that they create.” “We’re in the business of giving you the ability to solve those problems for yourself and own the means of production.”

At AIPCon 10, Palantir CEO Alex Karp shares our secret to sales: “We’re hoping that you’ll go to a large language model company and learn that they don’t care about you at all.” “What you will find is there are a myriad of problems that these very important models solve, and there are even bigger problems that they create.” “We’re in the business of giving you the ability to solve those problems for yourself and own the means of production.”

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59,046,879 Aufrufe • vor 2 Monaten

Palantir CEO: "I blame OpenAI and Anthropic - they rob their own clients " - so he partnered with Nvidia to build the replacement Alex Karp just explained why half of AI is a bubble and destroyed every analyst who told people to sell Palantir His exact words: "there are two AI markets - one that changes the battlefield and your revenue - and one that may not justify the cost of the models " "the plumber is now rich because of Palantir - the analyst who told him to sell is not " "pure ideas don't change the world - patriotism makes you rich " with Jensen Huang they're building an AI that governments and enterprises own and control bookmark & watch today ↓

Palantir CEO: "I blame OpenAI and Anthropic - they rob their own clients " - so he partnered with Nvidia to build the replacement Alex Karp just explained why half of AI is a bubble and destroyed every analyst who told people to sell Palantir His exact words: "there are two AI markets - one that changes the battlefield and your revenue - and one that may not justify the cost of the models " "the plumber is now rich because of Palantir - the analyst who told him to sell is not " "pure ideas don't change the world - patriotism makes you rich " with Jensen Huang they're building an AI that governments and enterprises own and control bookmark & watch today ↓

bodila

339,244 Aufrufe • vor 1 Monat

OpenAI is adopting the "Palantir model" with forward-deployed engineers and AI consultants for enterprise sales. "It's a model that AI companies are now starting to realize that they actually need people to help sell...” — Sri Muppidi Watch the full episode on TITV.

OpenAI is adopting the "Palantir model" with forward-deployed engineers and AI consultants for enterprise sales. "It's a model that AI companies are now starting to realize that they actually need people to help sell...” — Sri Muppidi Watch the full episode on TITV.

The Information

179,845 Aufrufe • vor 6 Monaten

Every Fortune 500 executive is buying AI subscriptions and calling it a strategy. Palantir CEO Alex Karp has a word for that. Karp: “The general approach of just buying models is going to be essentially self-pleasuring for an enterprise at the cost of the enterprise.” Karp: “You buy some large language model, you party with it basically, and the next day you have a hangover.” The entire corporate world is mispricing the AI transition. They are renting intelligence with no foundation to run it on. A raw model floating in a vacuum hallucinates over your unstructured data, generates the illusion of work, and executes nothing. The party ends. The hangover begins. Nothing changed. Karp identified exactly where the value actually goes. Karp: “All the value in the market is going to go to chips and what we call ontology.” Not the models. Not the subscriptions. Not the chatbot interfaces layered on top of them. The ontology. The precise digital architecture of how an organization actually operates. Its security permissions. Its supply chain physics. It’s operational logic. Karp: “The ontology will allow you to take a large language model and use it, refine it, and then impose it on your enterprise in the logic of your enterprise, in the security model of your enterprise.” When you bind a frontier model to the strict underlying logic of a specific enterprise, something fundamental shifts. It stops generating text. It starts generating action. Karp: “We’re using it on the battlefield, we’re using it to compress margins. We’re making engineers better engineers. We’re making people who are not engineers into engineers using our ontology and a large language model.” The traditional engineering bottleneck does not slow down. It disappears. Karp: “We are sitting on the only thing that actually creates quantifiable, transformational value.” The companies renting models are paying for the feeling of transformation. The companies building ontologies are executing the actual thing. One of them will define the next decade. The other will wake up in 2030 wondering where their market share went. Exactly like a hangover.

Every Fortune 500 executive is buying AI subscriptions and calling it a strategy. Palantir CEO Alex Karp has a word for that. Karp: “The general approach of just buying models is going to be essentially self-pleasuring for an enterprise at the cost of the enterprise.” Karp: “You buy some large language model, you party with it basically, and the next day you have a hangover.” The entire corporate world is mispricing the AI transition. They are renting intelligence with no foundation to run it on. A raw model floating in a vacuum hallucinates over your unstructured data, generates the illusion of work, and executes nothing. The party ends. The hangover begins. Nothing changed. Karp identified exactly where the value actually goes. Karp: “All the value in the market is going to go to chips and what we call ontology.” Not the models. Not the subscriptions. Not the chatbot interfaces layered on top of them. The ontology. The precise digital architecture of how an organization actually operates. Its security permissions. Its supply chain physics. It’s operational logic. Karp: “The ontology will allow you to take a large language model and use it, refine it, and then impose it on your enterprise in the logic of your enterprise, in the security model of your enterprise.” When you bind a frontier model to the strict underlying logic of a specific enterprise, something fundamental shifts. It stops generating text. It starts generating action. Karp: “We’re using it on the battlefield, we’re using it to compress margins. We’re making engineers better engineers. We’re making people who are not engineers into engineers using our ontology and a large language model.” The traditional engineering bottleneck does not slow down. It disappears. Karp: “We are sitting on the only thing that actually creates quantifiable, transformational value.” The companies renting models are paying for the feeling of transformation. The companies building ontologies are executing the actual thing. One of them will define the next decade. The other will wake up in 2030 wondering where their market share went. Exactly like a hangover.

Dustin

210,533 Aufrufe • vor 5 Monaten

Chamath Palihapitiya on Elon Musk: “Whether you like his style or not, his substance is irrefutable.” “Maybe he may mistweet from time to time. My point is, who cares? Your job as a smart investor is to separate the facts and the news from the fiction and the noise. And all of that stuff doesn't matter. It does not change the fact that tens of thousands of consumers are buying that car faster than they can get their hands on it. It doesn't change that the minute you sit inside that car, your definition of what is expected is altered forever. And you wonder why every other car around you that you ever step in that you may buy doesn't have the same things that that car offers. So, at the end of the day, whether you like his style or not, his substance is irrefutable.” CNBC, May 1, 2019

Chamath Palihapitiya on Elon Musk: “Whether you like his style or not, his substance is irrefutable.” “Maybe he may mistweet from time to time. My point is, who cares? Your job as a smart investor is to separate the facts and the news from the fiction and the noise. And all of that stuff doesn't matter. It does not change the fact that tens of thousands of consumers are buying that car faster than they can get their hands on it. It doesn't change that the minute you sit inside that car, your definition of what is expected is altered forever. And you wonder why every other car around you that you ever step in that you may buy doesn't have the same things that that car offers. So, at the end of the day, whether you like his style or not, his substance is irrefutable.” CNBC, May 1, 2019

ELON CLIPS

162,521 Aufrufe • vor 1 Jahr

Obama: America has always had competing stories about who we are and what the nation stands for. The first story says that even though we got rid of a king, there is still a caste system in America, a pecking order of who makes decisions That if somebody doesn't look like or think like you or practice religion the same way you do, they must be a threat to your way of life, and they need to be put in their place. That is how Donald Trump thinks about America. Make America great again by putting the people in charge even if they don't know what the hell they are doing. But here is the thing. That story is not new. It is the oldest story in the book. It is not even uniquely American. For most of human history, that is the way society has worked. For somebody on top and somebody on bottom. There were lords and peasants. For a long time, that story of caste and privilege and concentrated power was the law of the land here in America. If you look like me, you were likely treated as property. If you were a woman, or a white man who did not own property, you could not vote. But from the very start, there was another story, born of this nation's true revolutionary spirit, a story that says, we the people means what it says, that all of us are included, that we are not subjects, but citizens, defined not by race or religion or gender or sexual orientation, but by our commitment to a common creed and a willingness to accept not just privileges, but responsibilities that come with that citizenship.

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Oh No He Didn't

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Jack Prescott

23,526 Aufrufe • vor 1 Monat