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"The jig is up." - Alex Karp on frontier models Everyone is asking whether AI models will k*ll software. Karp & Dylan Field (Dylan Field) think that's the wrong question. Karp argues the winners won't be whoever has the best model. They'll be whoever owns their data, models, &... show more

Molly O’Shea

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45,256 次观看 • 27 天前 •via X (Twitter)

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To protect the West, America needs to be the world's dominant technological power. The US should embrace its ability to build artificial intelligence software, own AI chip supply chains, and construct leading large language models, says Palantir CEO Alex Karp.

To protect the West, America needs to be the world's dominant technological power. The US should embrace its ability to build artificial intelligence software, own AI chip supply chains, and construct leading large language models, says Palantir CEO Alex Karp.

Hudson Institute

276,585 次观看 • 8 个月前

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

a16z

23,455 次观看 • 1 年前

Sebastian Siemiatkowski, the co-founder and CEO of Klarna: SaaS is Dead. "The cost of creating software is going down to zero. And that means everyone will be able to generate software at any point in time. " But the real threat to SaaS will shows up next when AI makes data migration one-click—no more hostage data models, no more painful switching costs. --- From '20VC with Harry Stebbings' YT channel ( link in comment)

Sebastian Siemiatkowski, the co-founder and CEO of Klarna: SaaS is Dead. "The cost of creating software is going down to zero. And that means everyone will be able to generate software at any point in time. " But the real threat to SaaS will shows up next when AI makes data migration one-click—no more hostage data models, no more painful switching costs. --- From '20VC with Harry Stebbings' YT channel ( link in comment)

Rohan Paul

93,399 次观看 • 5 个月前

$PLTR Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war, and why value creation is the only way to survive. Thank you to Alex for taking the time!

$PLTR Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war, and why value creation is the only way to survive. Thank you to Alex for taking the time!

amit

232,190 次观看 • 4 个月前

$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.

Sam Badawi

36,564 次观看 • 1 个月前

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

ANI

114,594 次观看 • 27 天前

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 次观看 • 27 天前

Palantir CEO Alex Karp rips into AI slop companies: “The appearance of software working, is not software working.” “The slop getting a lot of attention is dangerous in terms of the hyperbolic rhetoric—that there will be no jobs because of slop, nothing will work, we will have a god-like figure in the name of AI.” “In fact, what actually does work is a platform built by a motley crew of highly-technical people who over 20 years have been maligned for being right.”

Palantir CEO Alex Karp rips into AI slop companies: “The appearance of software working, is not software working.” “The slop getting a lot of attention is dangerous in terms of the hyperbolic rhetoric—that there will be no jobs because of slop, nothing will work, we will have a god-like figure in the name of AI.” “In fact, what actually does work is a platform built by a motley crew of highly-technical people who over 20 years have been maligned for being right.”

Jawwwn

430,999 次观看 • 2 个月前

Threadguy explains why Apple will capture ALL of the value from AI “Models have become a commodity, we'll be able to just use the best model at any given time” "The more data AI has access to, the better it is. Everyone already has an iPhone, the next iPhone is just going to launch with some OpenClaw esque assistant utilising the best model plugged into it and its probably going to be the best AI experience you’ve ever had”

Threadguy explains why Apple will capture ALL of the value from AI “Models have become a commodity, we'll be able to just use the best model at any given time” "The more data AI has access to, the better it is. Everyone already has an iPhone, the next iPhone is just going to launch with some OpenClaw esque assistant utilising the best model plugged into it and its probably going to be the best AI experience you’ve ever had”

Jack

24,179 次观看 • 5 个月前

Alex Karp just declared the geopolitical tech war over. America won. Karp: “AI makes America the dominant country in the world. We have the right chips, software, engineers, culture, people. The whole thing is combining to become a juggernaut.” Not a prediction. A verdict. While Europe spends its time, in Karp’s words, whining and crying, America built an insurmountable stack. Hardware. Software. Engineers. Risk appetite. Culture. Every variable that determines who wins the AI era pointing in the same direction. Karp: “These partnerships happen and that just throws gasoline on the fire.” NVIDIA building the chips. Palantir building the software. The government clearing the path. When those three forces combine at this scale, the gap between America and everyone else doesn’t close gradually. It becomes permanent. But Karp says the real question isn’t whether America wins. It’s who inside America benefits. Karp: “The real question is, will the GDP growth accrue to all Americans or just wealthy Americans? It depends what you do.” The answer is physical. Huang: “Mechanicals and electricals and plumbers and construction.” The AI boom doesn’t just create software jobs. It creates the largest demand for physical labor America has seen in decades. Data centers. Power infrastructure. Manufacturing facilities. Every gigawatt of compute requires humans to build the buildings, run the cables, install the systems. Karp: “If you build manufacturing jobs. Can you build them? Yes. How? You need AI. Can you train the people? Can you upscale them? Yes, if you use AI.” AI trains the workforce that builds the infrastructure that runs the AI. The loop is self-reinforcing. Huang: “The number one thing of this administration is pro power growth. Look at all the power generations that he’s approved. This is really a pro energy growth administration, pro manufacturing administration.” You cannot have an AI boom without an energy boom. Every chip NVIDIA manufactures is useless without the grid to run it. Clearing land. Approving power generation. Accelerating permitting. That’s not an energy policy. That’s an AI strategy. Hardware dominance. Software dominance. Energy dominance. Huang: “When these things all come together…” America isn’t just building data centers. It’s building the most powerful energy-compute matrix in human history. Whoever controls that matrix doesn’t just lead. They define what’s possible for everyone else who needs access to compete. Right now that’s America. Exclusively.

Alex Karp just declared the geopolitical tech war over. America won. Karp: “AI makes America the dominant country in the world. We have the right chips, software, engineers, culture, people. The whole thing is combining to become a juggernaut.” Not a prediction. A verdict. While Europe spends its time, in Karp’s words, whining and crying, America built an insurmountable stack. Hardware. Software. Engineers. Risk appetite. Culture. Every variable that determines who wins the AI era pointing in the same direction. Karp: “These partnerships happen and that just throws gasoline on the fire.” NVIDIA building the chips. Palantir building the software. The government clearing the path. When those three forces combine at this scale, the gap between America and everyone else doesn’t close gradually. It becomes permanent. But Karp says the real question isn’t whether America wins. It’s who inside America benefits. Karp: “The real question is, will the GDP growth accrue to all Americans or just wealthy Americans? It depends what you do.” The answer is physical. Huang: “Mechanicals and electricals and plumbers and construction.” The AI boom doesn’t just create software jobs. It creates the largest demand for physical labor America has seen in decades. Data centers. Power infrastructure. Manufacturing facilities. Every gigawatt of compute requires humans to build the buildings, run the cables, install the systems. Karp: “If you build manufacturing jobs. Can you build them? Yes. How? You need AI. Can you train the people? Can you upscale them? Yes, if you use AI.” AI trains the workforce that builds the infrastructure that runs the AI. The loop is self-reinforcing. Huang: “The number one thing of this administration is pro power growth. Look at all the power generations that he’s approved. This is really a pro energy growth administration, pro manufacturing administration.” You cannot have an AI boom without an energy boom. Every chip NVIDIA manufactures is useless without the grid to run it. Clearing land. Approving power generation. Accelerating permitting. That’s not an energy policy. That’s an AI strategy. Hardware dominance. Software dominance. Energy dominance. Huang: “When these things all come together…” America isn’t just building data centers. It’s building the most powerful energy-compute matrix in human history. Whoever controls that matrix doesn’t just lead. They define what’s possible for everyone else who needs access to compete. Right now that’s America. Exclusively.

Dustin

51,829 次观看 • 5 个月前

Palantir CEO Alex Karp goes on unhinged rant: "Safe means that the other person is scared." I'm not so sure I want Palantir's Gotham software to be used everywhere...

Palantir CEO Alex Karp goes on unhinged rant: "Safe means that the other person is scared." I'm not so sure I want Palantir's Gotham software to be used everywhere...

Chubby♨️

20,668 次观看 • 11 个月前

$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."

$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."

amit

400,829 次观看 • 10 个月前

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

4,494,103 次观看 • 28 天前

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.

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

31,891 次观看 • 24 天前

Alex Karp, CEO of Palantir. The UK NHS is giving them ALL your medical data. Do you know what your medical info will be really used for?

Alex Karp, CEO of Palantir. The UK NHS is giving them ALL your medical data. Do you know what your medical info will be really used for?

Robin Monotti

200,749 次观看 • 1 年前

Alex Karp, CEO of Palantir. The UK NHS is giving them ALL your medical data. Do you know what your medical info will be really used for?

Alex Karp, CEO of Palantir. The UK NHS is giving them ALL your medical data. Do you know what your medical info will be really used for?

Robin Monotti

61,311 次观看 • 11 个月前

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.

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

210,359 次观看 • 4 个月前

The world's first software-first mining company, Mariana Minerals Co is using rich data sources from the field to optimize their operations. They are deploying Spot at their Copper One facility in Utah to help capture the data they need, automating routine inspections and reducing strain on operators in the field.

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