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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....

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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.
1:40

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

210,664 Aufrufe • vor 7 Monaten

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 with Nvidia is engineered to give technical and defense customers absolute control over their compute, data stack, and proprietary models without bleeding their alpha to outside providers. $PLTR $NVDA
2:14

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 with Nvidia is engineered to give technical and defense customers absolute control over their compute, data stack, and proprietary models without bleeding their alpha to outside providers. $PLTR $NVDA

CapexAndChill

11,924 Aufrufe • vor 3 Monaten

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 Aufrufe • vor 2 Monaten

An animated Alex Karp, CEO of Palantir Technologies, wants in on the NHS. So much so, he is offering his product initially for ‘free’. If a large tech company offers you its services for free, you and your data are the product. Even your personal health data. #BBCLauraK
1:56

An animated Alex Karp, CEO of Palantir Technologies, wants in on the NHS. So much so, he is offering his product initially for ‘free’. If a large tech company offers you its services for free, you and your data are the product. Even your personal health data. #BBCLauraK

Eddie Burfi

641,389 Aufrufe • vor 2 Jahren

Big pharma just handed the AI industry one of the most important reality checks of 2026 (Save this). david friedberg revealed that Anthropic approached major life sciences companies with a pitch, share your proprietary data, sign an NDA and we will give you early access to a specialized life sciences model and nearly every company they spoke with said no. Here is what these pharma companies understood that many enterprises still have not. A large pharmaceutical company may have spent decades and tens of billions of dollars generating proprietary datasets, clinical trial results, genomic sequences, drug interaction data, compound libraries. That data is the business and the competitive moat that separates them from every other player in the industry lives in those datasets. Handing it to an AI lab in exchange for early access to a model is essentially handing your most valuable asset to a company whose entire business model depends on combining your data with everyone else's and then selling the output back to you and to your competitors. Palantir CEO Alex Karp made this exact point that enterprise leaders are paying for AI tokens that generate no tangible business value while simultaneously surrendering their most sensitive operational data to external providers. He called this transferring a company's alpha, the unique advantage that secures the business directly to a third-party lab. Microsoft CEO Satya Nadella echoed the same concern independently, warning that entire sectors might find their accumulated knowledge commoditized if they do not build their own data and model ownership layers. The structural problem is not unique to pharma but it applies to every enterprise sector. Every time an employee runs a query through a third-party frontier model, proprietary workflows, customer data, and strategic processes pass through infrastructure the enterprise does not control. The data already shows the market moving, Open-source captured 67% of all AI tokens processed in the first half of 2026, up from a fraction of that just twelve months earlier. The performance gap between proprietary frontier models and open-source alternatives has nearly closed, DeepSeek costs approximately 1/36th of GPT-5 for comparable workloads. What pharma figured out and what enterprises across every sector are starting to realize is that the model is not the moat but the data is. And once you hand your data to a model company, you have permanently surrendered the asset that took you decades and billions of dollars to build.
3:21

Big pharma just handed the AI industry one of the most important reality checks of 2026 (Save this). david friedberg revealed that Anthropic approached major life sciences companies with a pitch, share your proprietary data, sign an NDA and we will give you early access to a specialized life sciences model and nearly every company they spoke with said no. Here is what these pharma companies understood that many enterprises still have not. A large pharmaceutical company may have spent decades and tens of billions of dollars generating proprietary datasets, clinical trial results, genomic sequences, drug interaction data, compound libraries. That data is the business and the competitive moat that separates them from every other player in the industry lives in those datasets. Handing it to an AI lab in exchange for early access to a model is essentially handing your most valuable asset to a company whose entire business model depends on combining your data with everyone else's and then selling the output back to you and to your competitors. Palantir CEO Alex Karp made this exact point that enterprise leaders are paying for AI tokens that generate no tangible business value while simultaneously surrendering their most sensitive operational data to external providers. He called this transferring a company's alpha, the unique advantage that secures the business directly to a third-party lab. Microsoft CEO Satya Nadella echoed the same concern independently, warning that entire sectors might find their accumulated knowledge commoditized if they do not build their own data and model ownership layers. The structural problem is not unique to pharma but it applies to every enterprise sector. Every time an employee runs a query through a third-party frontier model, proprietary workflows, customer data, and strategic processes pass through infrastructure the enterprise does not control. The data already shows the market moving, Open-source captured 67% of all AI tokens processed in the first half of 2026, up from a fraction of that just twelve months earlier. The performance gap between proprietary frontier models and open-source alternatives has nearly closed, DeepSeek costs approximately 1/36th of GPT-5 for comparable workloads. What pharma figured out and what enterprises across every sector are starting to realize is that the model is not the moat but the data is. And once you hand your data to a model company, you have permanently surrendered the asset that took you decades and billions of dollars to build.

Milk Road AI

16,317 Aufrufe • vor 3 Monaten

Palantir CEO Alex Karp says people think we’re in an AI bubble because a lot of AI just doesn’t work: “If you just buy LLMs off the shelf and try to do any of this, it won’t work.” “It’s not precise enough. You can’t do underwriting. You can’t do these things that are regulated.” “People have tried things that just can never work. You buy a LLM, put it on your stack, and wonder why it’s not working.” “What you’re going to see, especially in America, is people trying to do something like Ontology by hand.” “Once you build a software layer to orchestrate and manage the LLMs in a language your enterprise understands, you actually can create value.” “There’s a lot of discussion on if we’re in an AI bubble. What is the meaning of this bubble? If anything, we’re just in a lag. There’s a lot of AI, some of it works.” “Go back to the battlefield context: everybody in the world assumed this would not work. But now it does work. Now the question is, ‘How can I get it to work for my country?’” “Palantir barely has a sales force. In fact, it seems to be getting smaller and smaller every time I go see them.”
3:13

Palantir CEO Alex Karp says people think we’re in an AI bubble because a lot of AI just doesn’t work: “If you just buy LLMs off the shelf and try to do any of this, it won’t work.” “It’s not precise enough. You can’t do underwriting. You can’t do these things that are regulated.” “People have tried things that just can never work. You buy a LLM, put it on your stack, and wonder why it’s not working.” “What you’re going to see, especially in America, is people trying to do something like Ontology by hand.” “Once you build a software layer to orchestrate and manage the LLMs in a language your enterprise understands, you actually can create value.” “There’s a lot of discussion on if we’re in an AI bubble. What is the meaning of this bubble? If anything, we’re just in a lag. There’s a lot of AI, some of it works.” “Go back to the battlefield context: everybody in the world assumed this would not work. But now it does work. Now the question is, ‘How can I get it to work for my country?’” “Palantir barely has a sales force. In fact, it seems to be getting smaller and smaller every time I go see them.”

Jawwwn

695,900 Aufrufe • vor 8 Monaten

Palantir CEO Alex Karp: AI = American Intelligence 🇺🇸 “The AI revolution is uniquely American.” “Every company—all the model providers that are relevant, and the Ontology that makes them valuable, and the chips they run on, are built in this country.”
1:20

Palantir CEO Alex Karp: AI = American Intelligence 🇺🇸 “The AI revolution is uniquely American.” “Every company—all the model providers that are relevant, and the Ontology that makes them valuable, and the chips they run on, are built in this country.”

Jawwwn

22,619 Aufrufe • vor 4 Monaten

Dario Amodei keeps warning that open-source AI models are dangerous and need to be restricted. David Sacks David Sacks answered with a rhetorical question: "Dangerous to whom?" It was the sharpest thing said on the latest All-In The All-In Podcast. Not dangerous to the enterprise that wants to keep control of its own data. Open weights are what finally give that enterprise a choice. It is dangerous to Anthropic's business model. That model only works if customers have no real alternative at the model layer. So the safety argument starts to look like a moat argument wearing a lab coat. Line it up with the rest of the strategy. Dominate the layer everyone builds on. Launch Claude into science, security, legal, finance, and design, the verticals your own customers used to own. And campaign to restrict the open models that would hand those customers the exit. Here is the giveaway. When the person selling you safety also needs you to have no other option, you are not who is being kept safe.
0:22

Dario Amodei keeps warning that open-source AI models are dangerous and need to be restricted. David Sacks David Sacks answered with a rhetorical question: "Dangerous to whom?" It was the sharpest thing said on the latest All-In The All-In Podcast. Not dangerous to the enterprise that wants to keep control of its own data. Open weights are what finally give that enterprise a choice. It is dangerous to Anthropic's business model. That model only works if customers have no real alternative at the model layer. So the safety argument starts to look like a moat argument wearing a lab coat. Line it up with the rest of the strategy. Dominate the layer everyone builds on. Launch Claude into science, security, legal, finance, and design, the verticals your own customers used to own. And campaign to restrict the open models that would hand those customers the exit. Here is the giveaway. When the person selling you safety also needs you to have no other option, you are not who is being kept safe.

Fireside Alpha

10,037 Aufrufe • vor 3 Monaten

Palantir CEO Alex Karp predicts the future business landscape will be defined by companies that got sovereignty right competing against the frontier labs: “I am quite certain that the companies that get this right will just be the dominant companies, because de facto, it'll be you competing against a frontier lab.” “And you can win because you have access to things that are outside the spectrum, that are outside the model, that are proprietary, that only you understand.” “Or you can selectively use their models, but make sure that alpha is not being migrated out by using an application layer or what is commonly now called an ontology.”
0:52

Palantir CEO Alex Karp predicts the future business landscape will be defined by companies that got sovereignty right competing against the frontier labs: “I am quite certain that the companies that get this right will just be the dominant companies, because de facto, it'll be you competing against a frontier lab.” “And you can win because you have access to things that are outside the spectrum, that are outside the model, that are proprietary, that only you understand.” “Or you can selectively use their models, but make sure that alpha is not being migrated out by using an application layer or what is commonly now called an ontology.”

Palantir

2,100,063 Aufrufe • vor 1 Monat

$PLTR Palantir CEO Alex Karp rips apart the overselling by various AI companies to enterprises: “This is the voice of American business that is being channeled through me” “The reality of compute + ontology + model is changing the course of history.” … “We do not have to oversell what we have. And it’s all being built in this country. ”
1:37

$PLTR Palantir CEO Alex Karp rips apart the overselling by various AI companies to enterprises: “This is the voice of American business that is being channeled through me” “The reality of compute + ontology + model is changing the course of history.” … “We do not have to oversell what we have. And it’s all being built in this country. ”

Jack Prescott

23,526 Aufrufe • vor 3 Monaten

Palantir CEO Alex Karp says enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic: "Why are [LLMs] charging for tokens if it's so valuable?" "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 dollars, and I want 30%?'" "Look at our financials. The reason why everyone is chillaxing with bad financials and growth while losing money, is the client refuses to pay the true cost." "The two places that actually make money—profit, free cash flow—are our application layer called ontology, and compute." "We can get the frontier application to be exactly the same as a frontier model without the risk of transferring the alpha of your business to another." Via CNBC
2:33

Palantir CEO Alex Karp says enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic: "Why are [LLMs] charging for tokens if it's so valuable?" "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 dollars, and I want 30%?'" "Look at our financials. The reason why everyone is chillaxing with bad financials and growth while losing money, is the client refuses to pay the true cost." "The two places that actually make money—profit, free cash flow—are our application layer called ontology, and compute." "We can get the frontier application to be exactly the same as a frontier model without the risk of transferring the alpha of your business to another." Via CNBC

Jawwwn

1,324,300 Aufrufe • vor 3 Monaten

.Chamath Palihapitiya says Palantir CEO Alex Karp is " an incredible, smart, brilliant guy" who "completely nailed it and called out on its face the huge risk" of giving your company's alpha to OpenAI and Anthropic: "If you are a reasonable company, why are you not finding an independent way to access this intelligence in a way that doesn't leak your edge away?" "To do so at this point now is kind of becoming derelict and irresponsible." "Back then, you could be experimenting because you didn't know any better." "Now, when you know all of these data points, to continue to make the same decision is really insanely dumb." Via The All-In Podcast David Sacks david friedberg @jason
1:05

.Chamath Palihapitiya says Palantir CEO Alex Karp is " an incredible, smart, brilliant guy" who "completely nailed it and called out on its face the huge risk" of giving your company's alpha to OpenAI and Anthropic: "If you are a reasonable company, why are you not finding an independent way to access this intelligence in a way that doesn't leak your edge away?" "To do so at this point now is kind of becoming derelict and irresponsible." "Back then, you could be experimenting because you didn't know any better." "Now, when you know all of these data points, to continue to make the same decision is really insanely dumb." Via The All-In Podcast David Sacks david friedberg @jason

Jawwwn

504,704 Aufrufe • vor 3 Monaten

$SNOW is becoming data layer for the new agentic AI economy because agents need secure access to proprietary enterprise data and business context before they can do anything useful. That makes Snowflake even more valuable as models get cheaper and more interchangeable because it can bring the best model to the data while AI products like CoCo and CoWork drive a ton more storage, compute and core platform consumption underneath.
0:45

$SNOW is becoming data layer for the new agentic AI economy because agents need secure access to proprietary enterprise data and business context before they can do anything useful. That makes Snowflake even more valuable as models get cheaper and more interchangeable because it can bring the best model to the data while AI products like CoCo and CoWork drive a ton more storage, compute and core platform consumption underneath.

Shay Boloor

62,547 Aufrufe • vor 1 Monat

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.
0:41

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.

Jack Prescott

776,577 Aufrufe • vor 7 Monaten

Palantir CEO Alex Karp on the Wealth Tax: "It just punishes." "It starts with the billionaires." "Every single person at this table is going to be paying a wealth tax only to punish us." "And the reason for it is—these models have been completely, irresponsibly oversold." " And the sell is, 'It's dangerous for everyone—which is why I can give it to all your adversaries, but I can't give it to the Department of War." "Or, I can't safely give it to an enterprise in this country without being certain that the alpha of that business could transfer to this model tomorrow." "At every single enterprise I deal with, these people are livid." "They're like, 'I'm paying for tokens that create no value. These people are stealing the weights and alpha of my business, and they're creating a wealth tax that does not help the poor." Via CNBC
1:32

Palantir CEO Alex Karp on the Wealth Tax: "It just punishes." "It starts with the billionaires." "Every single person at this table is going to be paying a wealth tax only to punish us." "And the reason for it is—these models have been completely, irresponsibly oversold." " And the sell is, 'It's dangerous for everyone—which is why I can give it to all your adversaries, but I can't give it to the Department of War." "Or, I can't safely give it to an enterprise in this country without being certain that the alpha of that business could transfer to this model tomorrow." "At every single enterprise I deal with, these people are livid." "They're like, 'I'm paying for tokens that create no value. These people are stealing the weights and alpha of my business, and they're creating a wealth tax that does not help the poor." Via CNBC

Jawwwn

325,903 Aufrufe • vor 3 Monaten

Nvidia has the most important and complicated supply chain in the world. It's now running on Palantir. "Dr. Karp talks about Chips and Ontology. This is Ontology for Chips." "We couldn't have started this process until we'd built the workflows in Palantir. We needed a way to capture all that data and get it into the Ontology. We needed Foundry, we needed Ontology." "Palantir is providing the operating context for all of this. The Ontology is connecting materials, manufacturers, sites, commits, capacity allocations. It's helping us put expected output versus the actual output. It all lives in the Ontology in a governed data layer." NVIDIA's Alex Neefus:
11:29

Nvidia has the most important and complicated supply chain in the world. It's now running on Palantir. "Dr. Karp talks about Chips and Ontology. This is Ontology for Chips." "We couldn't have started this process until we'd built the workflows in Palantir. We needed a way to capture all that data and get it into the Ontology. We needed Foundry, we needed Ontology." "Palantir is providing the operating context for all of this. The Ontology is connecting materials, manufacturers, sites, commits, capacity allocations. It's helping us put expected output versus the actual output. It all lives in the Ontology in a governed data layer." NVIDIA's Alex Neefus:

Jawwwn

39,776 Aufrufe • vor 26 Tagen

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 Aufrufe • vor 3 Monaten

Palantir CEO Alex Karp on why he believes AI labs want to be nationalized: "First you migrate all the IP to your business, and then because you need capped liability, both vis-à-vis the business and vis-à-vis the dangers, you've got to migrate the business to the government." "That is the core philosophy of the EA movement imposed upon a business." Via CNBC
1:21

Palantir CEO Alex Karp on why he believes AI labs want to be nationalized: "First you migrate all the IP to your business, and then because you need capped liability, both vis-à-vis the business and vis-à-vis the dangers, you've got to migrate the business to the government." "That is the core philosophy of the EA movement imposed upon a business." Via CNBC

Jawwwn

245,895 Aufrufe • vor 19 Tagen

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

39,210 Aufrufe • vor 3 Monaten

Palantir CEO Alex Karp ($85 billion market cap) on CNBC: "Something terrible has happened with AI sales"a-death knell for the OpenAI model and token sales. Palantir founder and CEO Alex Karp-the man whose algorithms power the Pentagon’s and intelligence agencies’ combat AI systems-appeared live on CNBC’s *Squawk Box* and delivered a scathing takedown of Silicon Valley’s leading AI labs (OpenAI, Anthropic). Karp told the hosts to their faces that traditional chatbots are a sham-a scam that causes companies to lose billions while handing over their intellectual property. Alex Karp’s key revelations on CNBC: "Token sales are a bubble": Karp posed a direct question: if closed-source language models truly generate billions for businesses, why do labs charge pennies for "tokens" instead of demanding 30% of the resulting profits? The reason is that standard tokens create no real business value. Theft of corporate "Alpha" and IP: Major US corporations are furious; they are paying to feed their own trade secrets and algorithms to closed-source labs, which then use that data to train their next generation of models. "Outsourcing the battlefield to Silicon Valley is madness": Military forces in Ukraine and Israel would never entrust the management of operations to closed-source chatbots. Armies and corporations require full control over model weights, computing power, and private data layers (Ontology). A secret alliance with Nvidia: Palantir is teaming up with Jensen Huang (Nvidia) to provide the business and defense sectors with an architecture that safeguards their sovereignty and prevents Silicon Valley algorithms from stealing their business. What do you think: Is Alex Karp right that the era of mindless token buying is over and an AI startup crash is looming, or is he simply protecting Palantir’s monopoly? 👇
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Palantir CEO Alex Karp ($85 billion market cap) on CNBC: "Something terrible has happened with AI sales"a-death knell for the OpenAI model and token sales. Palantir founder and CEO Alex Karp-the man whose algorithms power the Pentagon’s and intelligence agencies’ combat AI systems-appeared live on CNBC’s *Squawk Box* and delivered a scathing takedown of Silicon Valley’s leading AI labs (OpenAI, Anthropic). Karp told the hosts to their faces that traditional chatbots are a sham-a scam that causes companies to lose billions while handing over their intellectual property. Alex Karp’s key revelations on CNBC: "Token sales are a bubble": Karp posed a direct question: if closed-source language models truly generate billions for businesses, why do labs charge pennies for "tokens" instead of demanding 30% of the resulting profits? The reason is that standard tokens create no real business value. Theft of corporate "Alpha" and IP: Major US corporations are furious; they are paying to feed their own trade secrets and algorithms to closed-source labs, which then use that data to train their next generation of models. "Outsourcing the battlefield to Silicon Valley is madness": Military forces in Ukraine and Israel would never entrust the management of operations to closed-source chatbots. Armies and corporations require full control over model weights, computing power, and private data layers (Ontology). A secret alliance with Nvidia: Palantir is teaming up with Jensen Huang (Nvidia) to provide the business and defense sectors with an architecture that safeguards their sovereignty and prevents Silicon Valley algorithms from stealing their business. What do you think: Is Alex Karp right that the era of mindless token buying is over and an AI startup crash is looming, or is he simply protecting Palantir’s monopoly? 👇

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