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Karp has been saying it for years: The Large Language Model is a commodity

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Jack Prescott

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The market is about to learn what Palantir CEO Alex Karp has been saying for years: “The large language model is essentially a commodity”. Swap Claude out with whatever model. It doesn’t matter. The value will come from the infrastructure (Palantir) that allows users to orchestrate the model. The effectiveness of Palantir’s Maven Smart System will remain unchanged; reinforcing the $PLTR thesis. Model agnostic.
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The market is about to learn what Palantir CEO Alex Karp has been saying for years: “The large language model is essentially a commodity”. Swap Claude out with whatever model. It doesn’t matter. The value will come from the infrastructure (Palantir) that allows users to orchestrate the model. The effectiveness of Palantir’s Maven Smart System will remain unchanged; reinforcing the $PLTR thesis. Model agnostic.

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