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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...

57,958 просмотров • 14 дней назад •via X (Twitter)

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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"

Jaynit

12,393 просмотров • 12 дней назад

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company. Within two minutes, Alex Karp took the entire frontier AI industry apart on national television. His exact words: "Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business." He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription. Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer: "If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?" That question breaks the industry. If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens. Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling. Karp went even further... He called the entire arrangement "a wealth tax that does not help the poor. It just punishes." American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors. And the part the AI industry does not want anyone thinking about: Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them. The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing." He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows. The entire AI industry has been priced for perfection on one assumption: That frontier labs produce durable, defensible value that justifies infinite compute spend. But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse. The moment enterprises stop believing, the whole valuation stack shakes.

Ricardo

2,890,374 просмотров • 14 дней назад

$PLTR THIS IS WHY ALEX KARP IS ALEX MF KARP. “The typical way you are taught to build a software company is your customer thinks they are getting laid but they’re actually getting f’ed. We used to internally say that Palantir is actually in the mutually pleasuring business.” Couple points of analysis here… 1. He’s right. Completely 1000% correct. Traditional software companies build software they can sell, not software that is meant to provide value, which is why they can never achieve a Rule of 40 well beyond 40 or why so much of their revenue is spent on sales & marketing. Building something that works is much, much harder. 2. One thing I’ve noticed about Karp, which quite frankly was the reason I invested years ago, is his willingness to take risks with his rhetoric. Most CEOs self-censor themselves, are afraid to be charismatic, and keep it very cookie-cutter. In today’s world, AUTHENTICITY is the only thing that works to break through the noise. Karp making a bit of a vulgar joke not only lightened the mood and got peoples’ attention — the joke, as all good jokes, was rooted in truth! The ability to attach effective charisma, charm, and excitement towards delivering that message is what matters. People will say that these types of communication tactics are inconsequential— I’d say Palantir’s multiple disagrees. People invest in someone who can get them to believe in their vision. They also want to invest in someone who says what they believe in…when it comes to politics, how Karp feels about analysts that wrote of the business in 2022, or the software industrial complex — he is going to tell you what he actually feels. People want to invest in someone that genuinely cares about their mission & isn’t going to hide behind their truth when they communicate publicly. In a world of full of grifting, BS, and manipulation…Alex Karp is the authentic CEO that the public markets need which is part of the reason why people care about his company.

amit

317,423 просмотров • 1 год назад

Watch the full extraordinary war of words between Fabian Hürzeler vs. Mikel Arteta after Arsenal beat Brighton 1-0. 🧂 Hürzeler: “There are different kinds of winning. So if they win the Premier League, no one will ask how they win the Premier League. I think you can really feel that. They do everything now to win this game and in the end it's about the rules. “So if the Premier League is the referee's decision, then it's difficult. They [Arsenal] make their own rules. At the moment, I have the feeling they are doing their own rules no matter how they are playing. So that's why I think it's difficult to judge that. “Overall, like I said, I will never be that kind of manager who tries to win in that way. I want to do well as players. I want my players to keep improving and keep playing football on the pitch. “In the end, of course, every team will manage and waste time but I think there has to be a limit and the limit has to be set by the Premier League. The limit has to be set by the referees. At the moment, they just can do what they want. “We will get the statistics for that. I made my point before the game and I stick to it and everyone else can judge it on his own. I'm not sure if I would ask now, everyone here in the room. Did he really enjoy this football game? “I'm sure maybe one raises his arm because he's a big Arsenal fan. But beside that, no chance. So that's why, again, it's just a repetition. We waste too much time about talking about Arsenal and their game.” Arteta responded: “What a surprise…” “Just go back for the previous games and you will find a lot of comments like this always. “I love my players, that's the highlight. I love my players, we love our players and I love the way we compete.“

Connor Humm

313,981 просмотров • 4 месяцев назад