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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.

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$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"

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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)

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)

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