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🚨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...

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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

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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?"

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🔥 PALANTIR CEO: OPENAI AND ANTHROPIC HAVE “IRRESPONSIBLY OVERSOLD” AI Alex Karp said major AI firms have “completely, irresponsibly oversold” their models to businesses. He said companies are “paying for tokens that create no value” while handing valuable data and IP to the same frontier labs. When CNBC said he sounded angry, Karp replied: “This is the voice of American business that is being channeled through me.” The comments came during a heated CNBC interview where Karp also attacked US reliance on OpenAI and Anthropic for national security AI.
1:00

🔥 PALANTIR CEO: OPENAI AND ANTHROPIC HAVE “IRRESPONSIBLY OVERSOLD” AI Alex Karp said major AI firms have “completely, irresponsibly oversold” their models to businesses. He said companies are “paying for tokens that create no value” while handing valuable data and IP to the same frontier labs. When CNBC said he sounded angry, Karp replied: “This is the voice of American business that is being channeled through me.” The comments came during a heated CNBC interview where Karp also attacked US reliance on OpenAI and Anthropic for national security AI.

Coin Bureau

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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

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Palantir CEO Alex Karp on OpenAI's Sam Altman and Anthropic's Dario Amodei: "Something has gone completely wrong, and the basic view among enterprises in this country is, "I'm going to chillax, waste my time with tokens, get no value, and they're going to get my IP." "There's nothing more fun than debating Dario in private." Via CNBC
1:32

Palantir CEO Alex Karp on OpenAI's Sam Altman and Anthropic's Dario Amodei: "Something has gone completely wrong, and the basic view among enterprises in this country is, "I'm going to chillax, waste my time with tokens, get no value, and they're going to get my IP." "There's nothing more fun than debating Dario in private." Via CNBC

Jawwwn

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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

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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."
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

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Unlock the Power of Your Customer Data with Blockchain Bureau We are proud to bring you the world's first Customer Management batch data! Blockchain-based businesses can now access multichain, bulk data on their existing customers for the purpose of: Customer analytics Statistical modelling Engagement strategies Retention strategies & more Maximize your customer lifetime value with a multitude of datapoints. This is a game-changer. Contact us to get started right now at
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Unlock the Power of Your Customer Data with Blockchain Bureau We are proud to bring you the world's first Customer Management batch data! Blockchain-based businesses can now access multichain, bulk data on their existing customers for the purpose of: Customer analytics Statistical modelling Engagement strategies Retention strategies & more Maximize your customer lifetime value with a multitude of datapoints. This is a game-changer. Contact us to get started right now at

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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.
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

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David Friedberg david friedberg: Anthropic is trying to commoditize everyone's business. Friedberg, a life-sciences CEO and All-In host, sat in on Anthropic's enterprise pitch to biotech: share your proprietary data, get model access. Nearly every company he spoke with reached the same conclusion - sharing the data makes Anthropic's model stronger and their own moat thinner at the same time. David Sacks David Sacks corroborates from the VC side: enterprise clients are "just unhappy," convinced they hand over IP and get generic intelligence back. Bill Gurley Bill Gurley of Benchmark has pushed the same skepticism from another angle: much of the AI enterprise value story is partially fake. Any SaaS product built on a frontier API inherits this trust problem the moment customers decide the model layer commoditizes their domain. Watch churn language, not just ARR. Why two independent sources landing here is close to confirmation: Source: All-In Podcast -
4:05

David Friedberg david friedberg: Anthropic is trying to commoditize everyone's business. Friedberg, a life-sciences CEO and All-In host, sat in on Anthropic's enterprise pitch to biotech: share your proprietary data, get model access. Nearly every company he spoke with reached the same conclusion - sharing the data makes Anthropic's model stronger and their own moat thinner at the same time. David Sacks David Sacks corroborates from the VC side: enterprise clients are "just unhappy," convinced they hand over IP and get generic intelligence back. Bill Gurley Bill Gurley of Benchmark has pushed the same skepticism from another angle: much of the AI enterprise value story is partially fake. Any SaaS product built on a frontier API inherits this trust problem the moment customers decide the model layer commoditizes their domain. Watch churn language, not just ARR. Why two independent sources landing here is close to confirmation: Source: All-In Podcast -

Podcast Alpha

51,986 görüntüleme • 1 ay önce

Palantir CTO Shyam Sankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via NTD News
1:06

Palantir CTO Shyam Sankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via NTD News

Jawwwn

41,154 görüntüleme • 1 ay önce

Alex Karp went on TV and said his enterprise customers are done letting AI companies quietly steal the alpha out of their business, and the CEO of Together AI explained on CNBC exactly how that theft works. Karp said his customers are livid. They feel they pay for tokens that create nothing while handing over the secret sauce of their own company. Then Vipul Ved Prakash laid out the mechanism. Every time you send your data to a company with very smart models, you hand them the recipe to rebuild what you do. Your data is the thing that makes you money. And you are pushing it straight into a competitor's system. The smarter the models get, the more they learn from what you feed them. This is why companies are moving to open models, and it was never really about price. You can download an open model, run it inside your own walls, and never let your data leave the building. It scores 81 against the top closed model's 85, and runs up to sixty times cheaper. Half the Fortune 500 is already running open models from Hugging Face. The story was that the labs win because they own the best models. The companies paying them just realized they owned the best data the whole time.
0:45

Alex Karp went on TV and said his enterprise customers are done letting AI companies quietly steal the alpha out of their business, and the CEO of Together AI explained on CNBC exactly how that theft works. Karp said his customers are livid. They feel they pay for tokens that create nothing while handing over the secret sauce of their own company. Then Vipul Ved Prakash laid out the mechanism. Every time you send your data to a company with very smart models, you hand them the recipe to rebuild what you do. Your data is the thing that makes you money. And you are pushing it straight into a competitor's system. The smarter the models get, the more they learn from what you feed them. This is why companies are moving to open models, and it was never really about price. You can download an open model, run it inside your own walls, and never let your data leave the building. It scores 81 against the top closed model's 85, and runs up to sixty times cheaper. Half the Fortune 500 is already running open models from Hugging Face. The story was that the labs win because they own the best models. The companies paying them just realized they owned the best data the whole time.

Ihtesham Ali

17,433 görüntüleme • 1 ay önce

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

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Tony Blair and Oracle co-founder Larry Ellison plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" their AI models. "We have to take all of this data... and move it into a single... unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."
1:06

Tony Blair and Oracle co-founder Larry Ellison plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" their AI models. "We have to take all of this data... and move it into a single... unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."

Wide Awake Media

54,141 görüntüleme • 9 ay önce

Palantir CEO Alex Karp spent some time with me at the company's Institutional Sovereignty bootcamp and explained why Open Source AI is so important to the broader AI revolution: "Honestly, many of our partners are saying no ontology no love, it's similar to no glove no love. You need the application layer to make these models useful in the enterprise. We are aligning our incentives with companies to deliver them real outcomes. We want them to own their data. We don't want them to be taken advantage of. They feel like we actually care about them and their business which is why companies are having such a positive response to what we are doing."
15:58

Palantir CEO Alex Karp spent some time with me at the company's Institutional Sovereignty bootcamp and explained why Open Source AI is so important to the broader AI revolution: "Honestly, many of our partners are saying no ontology no love, it's similar to no glove no love. You need the application layer to make these models useful in the enterprise. We are aligning our incentives with companies to deliver them real outcomes. We want them to own their data. We don't want them to be taken advantage of. They feel like we actually care about them and their business which is why companies are having such a positive response to what we are doing."

amit

311,278 görüntüleme • 24 gün önce

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.
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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

165,183 görüntüleme • 12 gün önce

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"
19:45

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"

Kris Patel 🇺🇸

75,390 görüntüleme • 1 ay önce

David Sacks broke down on the All-In podcast why Alex Karp's CNBC outburst was not a meltdown but a warning, and then laid out exactly how Anthropic is running the same playbook Microsoft used to kill an entire generation of software companies. The media called Karp unhinged. Sacks said the opposite. Karp was describing what enterprise customers actually want. Control over their compute, their models, their data, their alpha. Ownership of the means of production. Then he named the proof. Anthropic's chief product officer sat on Figma's board. He did not resign until 3 days before Anthropic launched Claude Design, a direct competitor. Figma's stock is down 50 percent this year. Sacks called it a pattern. Claude Code, Claude Science, Claude Security, Claude Legal, Claude Financial. Every vertical where a customer built value on top of Anthropic's model got absorbed by Anthropic itself. Word Perfect and Lotus 123 got replaced by Excel and Word. Nobody who went to bed with Microsoft in the 80s woke up with their business intact. What do you think?
2:59

David Sacks broke down on the All-In podcast why Alex Karp's CNBC outburst was not a meltdown but a warning, and then laid out exactly how Anthropic is running the same playbook Microsoft used to kill an entire generation of software companies. The media called Karp unhinged. Sacks said the opposite. Karp was describing what enterprise customers actually want. Control over their compute, their models, their data, their alpha. Ownership of the means of production. Then he named the proof. Anthropic's chief product officer sat on Figma's board. He did not resign until 3 days before Anthropic launched Claude Design, a direct competitor. Figma's stock is down 50 percent this year. Sacks called it a pattern. Claude Code, Claude Science, Claude Security, Claude Legal, Claude Financial. Every vertical where a customer built value on top of Anthropic's model got absorbed by Anthropic itself. Word Perfect and Lotus 123 got replaced by Excel and Word. Nobody who went to bed with Microsoft in the 80s woke up with their business intact. What do you think?

Ihtesham Ali

153,361 görüntüleme • 1 ay önce

hard to tell which ai agents are real right now and which ones are just hype we just officially went live on BNB Chain if bnb chain is the rails then we are the brain feeding them real world data instead of just noise so they can learn and trade on their own we just want agents that get smarter onchain
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hard to tell which ai agents are real right now and which ones are just hype we just officially went live on BNB Chain if bnb chain is the rails then we are the brain feeding them real world data instead of just noise so they can learn and trade on their own we just want agents that get smarter onchain

NeoSoul

41,446 görüntüleme • 29 gün önce