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Karp claims that LLMs are inherently unsafe for critical infrastructure, battlefields, or regulated manufacturing environments on their own. He says Palantir's Ontology is the necessary application layer to prevent data caching, stop unauthorized model training on private data, and make LLMs safe and precise for enterprise deployment. Palantir's alliance...

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11,924 views • 1 month ago •via X (Twitter)

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Alex Karp went on CNBC and absolutely torched Anthropic & OpenAI. He is a bit biased, but he isnt totally wrong here either. Many enterprises went all-in on AI tokens thinking usage as it meant progress. More prompts, more agents, more tokens, more and more tokens. Real question still remains: What actual workflow changed? How much was the cost? What decision got better? What alpha stayed inside the company? Was the data cached on the model provider’s servers? That is where the frustration seems to be building among enterprise CEOs. The problem is enterprises are paying more and more to rent intelligence, while still worrying about their data, IP, workflows, and overall control. Karp is calling it a “wealth tax on business” The next phase of enterprise AI in his words is by reading between the lines is, Deployment, Security, Data control, Workflow integration, Actual ROI. Model + Application layer (Ontology) + compute Reason why Palantir is pushing for a model agnostic sovereign AI on top of their ontology in partnership with Nvidia $NVDA This essentially means enterprises and customers will, 1. Own their data 2 Control their data. 3. Keep their alpha rather than transferring it to the model providers. Karp is talking his book. But the points he made aren’t wrong either. Must watch! 🍿 $PLTR
19:45

Alex Karp went on CNBC and absolutely torched Anthropic & OpenAI. He is a bit biased, but he isnt totally wrong here either. Many enterprises went all-in on AI tokens thinking usage as it meant progress. More prompts, more agents, more tokens, more and more tokens. Real question still remains: What actual workflow changed? How much was the cost? What decision got better? What alpha stayed inside the company? Was the data cached on the model provider’s servers? That is where the frustration seems to be building among enterprise CEOs. The problem is enterprises are paying more and more to rent intelligence, while still worrying about their data, IP, workflows, and overall control. Karp is calling it a “wealth tax on business” The next phase of enterprise AI in his words is by reading between the lines is, Deployment, Security, Data control, Workflow integration, Actual ROI. Model + Application layer (Ontology) + compute Reason why Palantir is pushing for a model agnostic sovereign AI on top of their ontology in partnership with Nvidia $NVDA This essentially means enterprises and customers will, 1. Own their data 2 Control their data. 3. Keep their alpha rather than transferring it to the model providers. Karp is talking his book. But the points he made aren’t wrong either. Must watch! 🍿 $PLTR

Anand

33,114 views • 1 month ago

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.
0:24

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

31,891 views • 1 month ago

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"
2:49

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Palantir

4,518,605 views • 1 month ago

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX
3:09

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX

CapexAndChill

138,008 views • 1 month ago

🚨OPENAI AND ANTHROPIC JUST FOLDED ON THEIR DATA RETENTION POLICY AFTER PALANTIR CEO EXPOSED THEIR REAL BUSINESS MODEL Alex Karp: >"something has gone completely wrong" >they want "access to my data" so they can "build my alpha" >"i'm gonna get no value, and they're gonna get my IP" >"this is effing insane" >"trying to drug addict us to a future they believe they control" >"who owns the data? where is it cached? are the prompts secured?" >"we need to rebuild trust" Yesterday: OpenAI started testing "private safety processing" to avoid retaining customer data Today: Anthropic reversing course, will allow enterprise customers to keep data on THEIR OWN cloud infrastructure instead of Anthropic's Alex Karp was right.
2:45

🚨OPENAI AND ANTHROPIC JUST FOLDED ON THEIR DATA RETENTION POLICY AFTER PALANTIR CEO EXPOSED THEIR REAL BUSINESS MODEL Alex Karp: >"something has gone completely wrong" >they want "access to my data" so they can "build my alpha" >"i'm gonna get no value, and they're gonna get my IP" >"this is effing insane" >"trying to drug addict us to a future they believe they control" >"who owns the data? where is it cached? are the prompts secured?" >"we need to rebuild trust" Yesterday: OpenAI started testing "private safety processing" to avoid retaining customer data Today: Anthropic reversing course, will allow enterprise customers to keep data on THEIR OWN cloud infrastructure instead of Anthropic's Alex Karp was right.

NIK

304,995 views • 5 days ago

.Snorkel AI helps organizations leverage their own data and expertise to build high-quality, specialized AI systems orders of magnitude faster than fully manual approaches. The company drives value in partnership with AWS and NVIDIA to help their customers. Available in AWS Marketplace, Snorkel’s AI Data Development platform enables enterprises to turn their proprietary data and domain knowledge into expert evaluation and training data, with options for in house data development or white glove dataset delivery.
2:06

.Snorkel AI helps organizations leverage their own data and expertise to build high-quality, specialized AI systems orders of magnitude faster than fully manual approaches. The company drives value in partnership with AWS and NVIDIA to help their customers. Available in AWS Marketplace, Snorkel’s AI Data Development platform enables enterprises to turn their proprietary data and domain knowledge into expert evaluation and training data, with options for in house data development or white glove dataset delivery.

AWS Startups

2,760,137 views • 2 months ago

Chief AI Officer Alex Wang is subtly confirming that $META's previous AI paradigm failed, and they are executing a strategic shift to close their ecosystem, capture personal data, and build a regulatory moat. For the last few years, Meta’s entire strategy was to open-source frontier-level models like Llama 2 and 3 to commoditize the foundational layer. Now that Meta is building highly lucrative Personal Agents, they are keeping their best tech proprietary.
2:22

Chief AI Officer Alex Wang is subtly confirming that $META's previous AI paradigm failed, and they are executing a strategic shift to close their ecosystem, capture personal data, and build a regulatory moat. For the last few years, Meta’s entire strategy was to open-source frontier-level models like Llama 2 and 3 to commoditize the foundational layer. Now that Meta is building highly lucrative Personal Agents, they are keeping their best tech proprietary.

CapexAndChill

279,496 views • 2 months ago

The tape scored Alex Karp’s CNBC hit as a crash out Mediaite clipped “you sound pretty angry” Futurism called it a nervous breakdown David Sacks called it the best enterprise AI safety argument of the year I think it was simpler It was a purchase order Karp said what technical customers want is control over their compute, models, data stack and alpha That’s the whole AI stack in four line items Call it The Alpha Transfer When you rent intelligence by the token, your alpha transfers to the landlord The lab sees where value is created on top of its model, then ships that vertical itself Figma was the warning shot Claude Design shipped three days after Mike Krieger left Figma’s board Figma got hit Anthropic’s valuation kept ripping This is why control matters Owned compute Open weights Private data Neutral orchestration layer Palantir is expensive because the market already believes this ServiceNow is cheap because the market still doubts it Karp wasn’t ranting He was reading the enterprise AI bill of materials Rent tokens, lose alpha $PLTR $NOW $NVDA
2:49

The tape scored Alex Karp’s CNBC hit as a crash out Mediaite clipped “you sound pretty angry” Futurism called it a nervous breakdown David Sacks called it the best enterprise AI safety argument of the year I think it was simpler It was a purchase order Karp said what technical customers want is control over their compute, models, data stack and alpha That’s the whole AI stack in four line items Call it The Alpha Transfer When you rent intelligence by the token, your alpha transfers to the landlord The lab sees where value is created on top of its model, then ships that vertical itself Figma was the warning shot Claude Design shipped three days after Mike Krieger left Figma’s board Figma got hit Anthropic’s valuation kept ripping This is why control matters Owned compute Open weights Private data Neutral orchestration layer Palantir is expensive because the market already believes this ServiceNow is cheap because the market still doubts it Karp wasn’t ranting He was reading the enterprise AI bill of materials Rent tokens, lose alpha $PLTR $NOW $NVDA

Ben Pouladian

90,704 views • 1 month ago

PALANTIR $PLTR CEO ALEX KARP SAID SOMETHING HAS "GONE COMPLETELY WRONG" IN AI, THEN NAMED SAM ALTMAN AND DARIO AMODEI The obvious read is a rival talking his book. He flipped that on himself first: "against my own interest... I'm profiting from this." His actual charge is what he says enterprises in this country now believe about the model labs: "I'm gonna chillax and waste my time with tokens, I'm gonna get no value, and they're gonna get my IP." What those customers want instead, per Karp: "control over their compute, their models, their data stack, and their alpha... they wanna know they own the means of production." Then he left one question hanging over the entire token business: "Let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30%? Why are they charging for tokens?"
2:43

PALANTIR $PLTR CEO ALEX KARP SAID SOMETHING HAS "GONE COMPLETELY WRONG" IN AI, THEN NAMED SAM ALTMAN AND DARIO AMODEI The obvious read is a rival talking his book. He flipped that on himself first: "against my own interest... I'm profiting from this." His actual charge is what he says enterprises in this country now believe about the model labs: "I'm gonna chillax and waste my time with tokens, I'm gonna get no value, and they're gonna get my IP." What those customers want instead, per Karp: "control over their compute, their models, their data stack, and their alpha... they wanna know they own the means of production." Then he left one question hanging over the entire token business: "Let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30%? Why are they charging for tokens?"

WOLF

57,958 views • 1 month ago

America must stockpile compute for the new era of national security. Armada just secured $230M to help build that compute stockpile, developing modular edge data centers for critical infrastructure and remote environments. U.S. Navy ships, oil rigs, remote mines, manufacturing facilities, and critical infrastructure sites are becoming the front lines of data generation, where 75% of data is now being generated. Our interview with Armada CEO Dan Wright breaks down the rise of hyperscaler infrastructure at the edge and why decentralized compute is becoming one of the most important strategic assets.
7:53

America must stockpile compute for the new era of national security. Armada just secured $230M to help build that compute stockpile, developing modular edge data centers for critical infrastructure and remote environments. U.S. Navy ships, oil rigs, remote mines, manufacturing facilities, and critical infrastructure sites are becoming the front lines of data generation, where 75% of data is now being generated. Our interview with Armada CEO Dan Wright breaks down the rise of hyperscaler infrastructure at the edge and why decentralized compute is becoming one of the most important strategic assets.

Atoms Not Bits

28,618 views • 2 months ago

Today we're launching Hebbian Robotics (YC S26) Hebbian Robotics (YC S26) . We build APIs for evaluating data quality, without training a robotics model. Data vendors use our API to search and analyze Physical AI data at scale, getting on-demand quality signals and metrics without managing infrastructure. High-quality data is the bottleneck to the next frontier of intelligence in robotics. Buyers want data they can trust. Data providers are focused on operational excellence. They don't have the bandwidth to understand the quality of their data at scale. We're fixing this. Vendors use our APIs to understand the impact of their decisions on their data quality: - Buyers demanding per-collector hour limits? Prove compliance while we stay ahead of the workarounds. - Changed your collection SOPs? Monitor for quality drift and regression. - Suspect duplicate samples? Verify with a single API call. Before Hebbian, I trained AI models for industrial cleaning robots, and kingston kuan spent years building large-scale infrastructure at Jane Street.
2:17

Today we're launching Hebbian Robotics (YC S26) Hebbian Robotics (YC S26) . We build APIs for evaluating data quality, without training a robotics model. Data vendors use our API to search and analyze Physical AI data at scale, getting on-demand quality signals and metrics without managing infrastructure. High-quality data is the bottleneck to the next frontier of intelligence in robotics. Buyers want data they can trust. Data providers are focused on operational excellence. They don't have the bandwidth to understand the quality of their data at scale. We're fixing this. Vendors use our APIs to understand the impact of their decisions on their data quality: - Buyers demanding per-collector hour limits? Prove compliance while we stay ahead of the workarounds. - Changed your collection SOPs? Monitor for quality drift and regression. - Suspect duplicate samples? Verify with a single API call. Before Hebbian, I trained AI models for industrial cleaning robots, and kingston kuan spent years building large-scale infrastructure at Jane Street.

Brandon Ong

165,365 views • 17 days ago

The biggest driver of AI compute now is real-world deployment. At NVIDIA GTC, IREN's Kent Draper, alongside Lenovo's Vlad Rozanovich, shared what they’re actually seeing on the ground from AI infrastructure demand, and the signal is coming from enterprise use. He pointed to agents, internal enterprise models, and real-world deployments as the workloads now driving demand, and explained that the challenge isn't finding customers, it’s how quickly they can build capacity to keep up. Their strategy? A vertically integrated model focused entirely on power-dense computing, which allows them to scale faster, control the environment, and deliver infrastructure purpose-built for AI rather than multi-tenant data centers trying to support dozens of different workloads.
1:06

The biggest driver of AI compute now is real-world deployment. At NVIDIA GTC, IREN's Kent Draper, alongside Lenovo's Vlad Rozanovich, shared what they’re actually seeing on the ground from AI infrastructure demand, and the signal is coming from enterprise use. He pointed to agents, internal enterprise models, and real-world deployments as the workloads now driving demand, and explained that the challenge isn't finding customers, it’s how quickly they can build capacity to keep up. Their strategy? A vertically integrated model focused entirely on power-dense computing, which allows them to scale faster, control the environment, and deliver infrastructure purpose-built for AI rather than multi-tenant data centers trying to support dozens of different workloads.

Six Five Media

7,422,478 views • 5 months ago

$PLTR Dr. Karp on Palantir biggest secret to WINNING! The most effective Sales Secret in the world- AIP 2026 Palantir's most effective sales approach isn't aggressive traditional selling or a huge sales force. Instead, it's letting customers experience the limitations of raw frontier LLMs (from companies like OpenAI, Anthropic) first. ~LLMs solve some problems (generating text, basic reasoning) but create bigger enterprise issues: data chaos, lack of governance, integration failures with messy real-world systems, security/compliance risks, hallucination in high stakes ops, and no "ownership" of the full workflow. ~Customers then realize generic LLM providers treat them as just another user (they "don’t care about you" in the sense of deep customization or enterprise control). ~Palantir's AIP steps in with its Ontology layer (a digital twin of the business that maps data, enforces rules, and powers secure, controllable AI agents). This lets organizations integrate models into their actual operations, maintain control, and "own the means of production" rather than depending on black-box vendors. Palantir focuses on value creation through deployed, trustworthy systems (often charging based on outcomes or % of saving, or basically FREE), not just software licenses. It reduces reliance on a large sales team because successful pilots and word-of-mouth from real deployments "sell themselves" in a low-trust AI environment. Source:
5:03

$PLTR Dr. Karp on Palantir biggest secret to WINNING! The most effective Sales Secret in the world- AIP 2026 Palantir's most effective sales approach isn't aggressive traditional selling or a huge sales force. Instead, it's letting customers experience the limitations of raw frontier LLMs (from companies like OpenAI, Anthropic) first. ~LLMs solve some problems (generating text, basic reasoning) but create bigger enterprise issues: data chaos, lack of governance, integration failures with messy real-world systems, security/compliance risks, hallucination in high stakes ops, and no "ownership" of the full workflow. ~Customers then realize generic LLM providers treat them as just another user (they "don’t care about you" in the sense of deep customization or enterprise control). ~Palantir's AIP steps in with its Ontology layer (a digital twin of the business that maps data, enforces rules, and powers secure, controllable AI agents). This lets organizations integrate models into their actual operations, maintain control, and "own the means of production" rather than depending on black-box vendors. Palantir focuses on value creation through deployed, trustworthy systems (often charging based on outcomes or % of saving, or basically FREE), not just software licenses. It reduces reliance on a large sales team because successful pilots and word-of-mouth from real deployments "sell themselves" in a low-trust AI environment. Source:

Mike

93,030 views • 2 months ago

David Friedberg says Anthropic asked big pharma for their data and nearly everyone said no "There's been an effort by Anthropic to sign up life sciences companies to contribute to a new life sciences focused model. They're approaching these large companies with large proprietary data sets and saying, if you share your data, we will give you early access, some sort of proprietary value. Sign this NDA and you can participate with us." "I think nearly everyone I've spoken with has woken up to the fact that they are trying to commoditize everyone's business. If all of the tens of billions of dollars you have invested in experiments and product development, and you've generated all of this proprietary data along the way, that data is a true asset of your organization. It's an asset that you've spent billions of dollars developing." "And by handing it over to a model company to then combine with other people's data, you are commoditizing the one core differentiation that you have. And so everyone is largely saying no." "I think what everyone's realizing is they're better off developing their own weights and their own models using either an open source basis or there might be some intermediary business model that evolves."
3:21

David Friedberg says Anthropic asked big pharma for their data and nearly everyone said no "There's been an effort by Anthropic to sign up life sciences companies to contribute to a new life sciences focused model. They're approaching these large companies with large proprietary data sets and saying, if you share your data, we will give you early access, some sort of proprietary value. Sign this NDA and you can participate with us." "I think nearly everyone I've spoken with has woken up to the fact that they are trying to commoditize everyone's business. If all of the tens of billions of dollars you have invested in experiments and product development, and you've generated all of this proprietary data along the way, that data is a true asset of your organization. It's an asset that you've spent billions of dollars developing." "And by handing it over to a model company to then combine with other people's data, you are commoditizing the one core differentiation that you have. And so everyone is largely saying no." "I think what everyone's realizing is they're better off developing their own weights and their own models using either an open source basis or there might be some intermediary business model that evolves."

dnap

287,499 views • 1 month ago

Alex Karp reveals why he believes American enterprises have completely lost trust in the frontier AI labs "Something has gone completely wrong. The basic view among enterprises in this country is, I'm going to chill lax and waste my time with tokens, I'm going to get no value, and they're going to get my IP" "Just to say enterprises are unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. There's a level of discomfort and loss of trust" "Every single enterprise I deal with, these people are livid. They're paying for tokens that create no value. These people are stealing the weights and alpha of my business" "These models have been completely irresponsibly oversold" "If it was so valuable, let's say I can make you a billion dollars tomorrow, wouldn't I say I'll make you a billion and I want 30%? Why are they charging for tokens if it's so valuable?" "The reason everyone is chillaxing with bad financials and growth with losing money is the client refuses to pay the true cost" "What aligns me with Nvidia, and I think is what technical customers want, is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production" "We need to rebuild trust. That trust is going to happen where everyone gets to ask and answer basic questions. Who owns the data? Where is it cached? Are the prompts secure? Is this being transferred to you?" "Everyone who uses LLMs on the battlefield runs on top of our ontology" "In the classified context, when the Department of War goes to you and says I need this application, do they get to control the weights, or do you get to control the weights?" "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane" "They're creating a wealth tax that does not help the poor. It just punishes" "This is the voice of American business that is being channeled through me. It is absolutely a problem for this country"
7:33

Alex Karp reveals why he believes American enterprises have completely lost trust in the frontier AI labs "Something has gone completely wrong. The basic view among enterprises in this country is, I'm going to chill lax and waste my time with tokens, I'm going to get no value, and they're going to get my IP" "Just to say enterprises are unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. There's a level of discomfort and loss of trust" "Every single enterprise I deal with, these people are livid. They're paying for tokens that create no value. These people are stealing the weights and alpha of my business" "These models have been completely irresponsibly oversold" "If it was so valuable, let's say I can make you a billion dollars tomorrow, wouldn't I say I'll make you a billion and I want 30%? Why are they charging for tokens if it's so valuable?" "The reason everyone is chillaxing with bad financials and growth with losing money is the client refuses to pay the true cost" "What aligns me with Nvidia, and I think is what technical customers want, is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production" "We need to rebuild trust. That trust is going to happen where everyone gets to ask and answer basic questions. Who owns the data? Where is it cached? Are the prompts secure? Is this being transferred to you?" "Everyone who uses LLMs on the battlefield runs on top of our ontology" "In the classified context, when the Department of War goes to you and says I need this application, do they get to control the weights, or do you get to control the weights?" "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane" "They're creating a wealth tax that does not help the poor. It just punishes" "This is the voice of American business that is being channeled through me. It is absolutely a problem for this country"

Jaynit

12,676 views • 1 month ago

💡Why Vana? “Ultimately, AI models are only as good as their training data. So if you want to build the best AI, you need the best data.” shares the vision behind Vana’s mission, centered on DataDAOs that aggregate specific datasets, reward data owners for their contributions and level up AI models with high-quality data🏆
0:56

💡Why Vana? “Ultimately, AI models are only as good as their training data. So if you want to build the best AI, you need the best data.” shares the vision behind Vana’s mission, centered on DataDAOs that aggregate specific datasets, reward data owners for their contributions and level up AI models with high-quality data🏆

vana

108,377 views • 1 year ago

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."
1:27

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."

Molly O’Shea

106,968 views • 1 month ago

Very excited to announce that Flowsta, the authentication system made possible by Holochain, is feature complete and close to public release. Here's a video with a sneak peek at the dashboard that every Flowsta user gets access to. All user data on Flowsta is stored on Holochain. 1 public hApp (Holochain App) for public data like Agent ID, DID (W3C Decentralized ID), Display Name and Thumbnail. Each user has their own private hApp that encrypts all their private data, like password, email and usage meta data. Nobody can access this data without your password and/or recovery keys. It is mathematically impossible for Flowsta staff or anybody else to access this data without you explicitly granting access. This is game-changing. True decentralized censorship resistant authentication and data. All made possible by Holochain. Our next video will give a sneak peek into the Developer Dashboard for adding Flowsta to any Web app. Not just Holochain apps. AMA.. 🎉
0:59

Very excited to announce that Flowsta, the authentication system made possible by Holochain, is feature complete and close to public release. Here's a video with a sneak peek at the dashboard that every Flowsta user gets access to. All user data on Flowsta is stored on Holochain. 1 public hApp (Holochain App) for public data like Agent ID, DID (W3C Decentralized ID), Display Name and Thumbnail. Each user has their own private hApp that encrypts all their private data, like password, email and usage meta data. Nobody can access this data without your password and/or recovery keys. It is mathematically impossible for Flowsta staff or anybody else to access this data without you explicitly granting access. This is game-changing. True decentralized censorship resistant authentication and data. All made possible by Holochain. Our next video will give a sneak peek into the Developer Dashboard for adding Flowsta to any Web app. Not just Holochain apps. AMA.. 🎉

Eric Doriean 🌱

37,119 views • 9 months ago