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$PLTR CEO Alex Karp says customers want control over their “compute, models, data stack & alpha” instead of handing their edge to frontier labs. Enterprises don't just want token access but want ownership, security & AI systems that don't give away the value of their business.

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114,528 görüntüleme • 1 ay önce •via X (Twitter)

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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?"

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?"

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 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."

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."

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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

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

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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.

🔥 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.

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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 is effing insane" >"trying to drug addict us to a future they believe they control" >"who owns the data? where is it cached? are the prompts secured?" >"we need to rebuild trust" Yesterday: OpenAI started testing "private safety processing" to avoid retaining customer data Today: Anthropic reversing course, will allow enterprise customers to keep data on THEIR OWN cloud infrastructure instead of Anthropic's Alex Karp was right.

🚨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 is effing insane" >"trying to drug addict us to a future they believe they control" >"who owns the data? where is it cached? are the prompts secured?" >"we need to rebuild trust" Yesterday: OpenAI started testing "private safety processing" to avoid retaining customer data Today: Anthropic reversing course, will allow enterprise customers to keep data on THEIR OWN cloud infrastructure instead of Anthropic's Alex Karp was right.

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$PLTR PALANTIR INTRODUCES MMDP: Multi Modal Data Plane. Forward Deployed Architect Chad Wahlquist joined me to explain the future of interoperability and what it means for businesses that want to get the value of Palantir but also don't want to leave their existing tech stack. This could be an absolute game changer for the adoption of Palantir's software because the core focus of MMDP is on providing outcomes, regardless of whatever model or compute you use. Most SaaS companies want to lock you into their tech stack in order to continue charging you, but if Palantir can meet you where you are and provide outcomes as the basis for why they deserve to get paid, we could see an incredible adoption rate as more businesses don't have to leave their existing stack just to access Palantir. More details:

$PLTR PALANTIR INTRODUCES MMDP: Multi Modal Data Plane. Forward Deployed Architect Chad Wahlquist joined me to explain the future of interoperability and what it means for businesses that want to get the value of Palantir but also don't want to leave their existing tech stack. This could be an absolute game changer for the adoption of Palantir's software because the core focus of MMDP is on providing outcomes, regardless of whatever model or compute you use. Most SaaS companies want to lock you into their tech stack in order to continue charging you, but if Palantir can meet you where you are and provide outcomes as the basis for why they deserve to get paid, we could see an incredible adoption rate as more businesses don't have to leave their existing stack just to access Palantir. More details:

amit

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$PLTR CEO Alex Karp argued that AI alone is not enough. The real value comes from combining models with domain expertise, workflows, and operational execution. His view is that enterprise AI is ultimately about solving business problems, not maximizing token usage. As models become commoditized, the winners may be the companies that combine taste, data, and execution rather than compute alone.

$PLTR CEO Alex Karp argued that AI alone is not enough. The real value comes from combining models with domain expertise, workflows, and operational execution. His view is that enterprise AI is ultimately about solving business problems, not maximizing token usage. As models become commoditized, the winners may be the companies that combine taste, data, and execution rather than compute alone.

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The tape scored Alex Karp’s CNBC hit as a crash out Mediaite clipped “you sound pretty angry” Futurism called it a nervous breakdown David Sacks called it the best enterprise AI safety argument of the year I think it was simpler It was a purchase order Karp said what technical customers want is control over their compute, models, data stack and alpha That’s the whole AI stack in four line items Call it The Alpha Transfer When you rent intelligence by the token, your alpha transfers to the landlord The lab sees where value is created on top of its model, then ships that vertical itself Figma was the warning shot Claude Design shipped three days after Mike Krieger left Figma’s board Figma got hit Anthropic’s valuation kept ripping This is why control matters Owned compute Open weights Private data Neutral orchestration layer Palantir is expensive because the market already believes this ServiceNow is cheap because the market still doubts it Karp wasn’t ranting He was reading the enterprise AI bill of materials Rent tokens, lose alpha $PLTR $NOW $NVDA

The tape scored Alex Karp’s CNBC hit as a crash out Mediaite clipped “you sound pretty angry” Futurism called it a nervous breakdown David Sacks called it the best enterprise AI safety argument of the year I think it was simpler It was a purchase order Karp said what technical customers want is control over their compute, models, data stack and alpha That’s the whole AI stack in four line items Call it The Alpha Transfer When you rent intelligence by the token, your alpha transfers to the landlord The lab sees where value is created on top of its model, then ships that vertical itself Figma was the warning shot Claude Design shipped three days after Mike Krieger left Figma’s board Figma got hit Anthropic’s valuation kept ripping This is why control matters Owned compute Open weights Private data Neutral orchestration layer Palantir is expensive because the market already believes this ServiceNow is cheap because the market still doubts it Karp wasn’t ranting He was reading the enterprise AI bill of materials Rent tokens, lose alpha $PLTR $NOW $NVDA

Ben Pouladian

90,704 görüntüleme • 1 ay önce

DoorDash is now telling their customers that they should tip for their deliveries. In other words, they don't want to give away any of their ridiculous profits to pay the drivers a better fee. These companies are beyond ridiculous anymore.

DoorDash is now telling their customers that they should tip for their deliveries. In other words, they don't want to give away any of their ridiculous profits to pay the drivers a better fee. These companies are beyond ridiculous anymore.

Rick D

12,731 görüntüleme • 4 ay önce

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.

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

2,914,567 görüntüleme • 1 ay önce

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

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

33,114 görüntüleme • 1 ay önce

Ethan Mollick says students don't raise their hands in class as much because they don't want to expose their ignorance when AI can answer their questions, and the use of AI is leading to the illusion of competence and lower test scores

Ethan Mollick says students don't raise their hands in class as much because they don't want to expose their ignorance when AI can answer their questions, and the use of AI is leading to the illusion of competence and lower test scores

Tsarathustra

48,354 görüntüleme • 1 yıl önce

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"

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

12,686 görüntüleme • 1 ay önce

The pace of AI adoption is moving incredibly fast. Customers want measurable business outcomes and their enterprise IP protected. Today, Microsoft is launching Microsoft Frontier Company, a $2.5B investment with 6,000 industry and AI engineering experts working alongside customers to co-design, deploy, and continuously improve AI systems that drive the ROI on AI.

The pace of AI adoption is moving incredibly fast. Customers want measurable business outcomes and their enterprise IP protected. Today, Microsoft is launching Microsoft Frontier Company, a $2.5B investment with 6,000 industry and AI engineering experts working alongside customers to co-design, deploy, and continuously improve AI systems that drive the ROI on AI.

Judson Althoff

39,943 görüntüleme • 1 ay önce

$PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.” Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and “own the means of production.”

$PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.” Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and “own the means of production.”

Shay Boloor

60,313 görüntüleme • 2 ay önce

BREAKING: Palantir CEO Alex Karp has been privately sounding the alarm to AI leaders their companies are going to be nationalized. "The momentum is on the side of people who want to nationalize them."

BREAKING: Palantir CEO Alex Karp has been privately sounding the alarm to AI leaders their companies are going to be nationalized. "The momentum is on the side of people who want to nationalize them."

TBPN

100,879 görüntüleme • 2 ay önce

$PLTR $AMD | Dr. Karp and Dr. Su were right! ✍️ Companies are now fighting back. Dr. Karp, Palantir CEO, recently told CNBC that enterprises are privately "unhappy" with frontier AI labs like OpenAI and Anthropic, accusing them of prioritizing "tokenmaxxing" or maximizing AI token consumption to signal activity over delivering real business value and understanding customer needs. Uber, Coinbases routing to capping token usage or routing to cheaper models to keep cost under control. or Microsoft revoked Claude Code licenses companywide, Priceline imposed token limits after sharp cost spikes, and reports cite Meta, Salesforce, and multiple unnamed firms facing 3x+ budget overruns or $ hundreds of millions in unexpected spend by mid-2026. Analysts note this as an emerging industry pattern, with FinOps and executives describing "existential crises" over token bills; dozens of enterprises are now adding guardrails, though public complaints remain concentrated among high-profile tech firms experimenting at scale. Dr. Lisa Su anticipated the pivot to inference economics and CPU-dense systems for agentic AI, correctly predicting that token costs, power efficiency, and deployability on standard platforms would determine scalable adoption long before the current enterprise pushback. Dr. Alex Karp accurately diagnosed the disconnect in frontier labs' approach, calling out "tokenmaxxing" as activity without outcomes; enterprises are indeed demanding real implementation and business-specific value rather than raw volume that inflates bills without proportional ROI. Together, their independent foresight validates the maturing AI thesis, efficient infrastructure (AMD Helios/EPYC optimized for lowest TCO & $/M Tokens) paired with outcome-focused platforms (Palantir AIP/Foundry) positions both companies to benefit as the market shifts from hype-driven consumption to sustainable, value-driven deployment. Yes it may look good on the revenue growth for AI Labs to show off on IPOs investors/bankers, but the customers have to find value in those tokens spent where $NVDA & In-house chips on inference claims are just false. At the end of the day, ~Token cost needs to go down more & more particularly inference by owning more AMD chips/racks. In-house chips can make all kind of claims for years, but the bills enterprises paid have to obey economic. ~Enterprises want a thick software OS or solution focused, they do not want to have unlimited budget for "tokenmaxxing" where it is leading to high costs with limited business transformation; success increasingly depends on implementation layers that route tasks, enforce policies, and connect AI to existing workflows. Not Financial Advice! DYOR!

Mike

253,557 görüntüleme • 2 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?

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

153,688 görüntüleme • 1 ay önce

$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. ”

$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 görüntüleme • 1 ay önce