Chamath Palihapitiya warns firms on direct AI model use
Chamath Palihapitiya, founder of Social Capital, warned that consulting firms deploying Anthropic or OpenAI models directly into client work risk competitive displacement. The AI providers simultaneously develop competing services and capture usage patterns to refine their systems. Participants recommended routing model access through an intermediary such as Databricks to prevent proprietary design patterns from surfacing in competitor-accessible outputs.
#440Naveen Rao@NAVEENGRAOThis absolutely correct. It’s why we at @unconvAI don’t consume models directly but through an intermediary from @databricks . Yes, my team built that infra, but I also know that the information can’t leak. The last thing we want is our competitors seeing patterns of our designs expressed by a model they are using.
Chamath Palihapitiya@chamathIf you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house. OpenAI and Anthropic are openly funding and starting competitors to you while also using your usage to drive more success for them. This is not a failure on their part but a failure on your part. Consulting businesses that understand this are adopting a control plane that allows them to arbitrate where tokens go and who generates tokens for them. Controlling the tokens is controlling the spice (Dune). This was a key pillar of 8090’s global partnership with EY and they key feature of our Software Factory. We control token generation and can direct them to any model provider. We are close to another global partnership and will announce it soon. These organizations refuse to accept the disruption standing still or, even worse, by adopting and accelerating the companies who want to disrupt them.
#747Chamath Palihapitiya@CHAMATHIf you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house.
OpenAI and Anthropic are openly funding and starting competitors to you while also using your usage to drive more success for them.
This is not a failure on their part but a failure on your part.
Consulting businesses that understand this are adopting a control plane that allows them to arbitrate where tokens go and who generates tokens for them.
Controlling the tokens is controlling the spice (Dune).
This was a key pillar of 8090’s global partnership with EY and they key feature of our Software Factory. We control token generation and can direct them to any model provider.
We are close to another global partnership and will announce it soon.
These organizations refuse to accept the disruption standing still or, even worse, by adopting and accelerating the companies who want to disrupt them.
@chamath i’m curious why aren’t they cooked regardless?
Chamath Palihapitiya@chamathIf you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house. OpenAI and Anthropic are openly funding and starting competitors to you while also using your usage to drive more success for them. This is not a failure on their part but a failure on your part. Consulting businesses that understand this are adopting a control plane that allows them to arbitrate where tokens go and who generates tokens for them. Controlling the tokens is controlling the spice (Dune). This was a key pillar of 8090’s global partnership with EY and they key feature of our Software Factory. We control token generation and can direct them to any model provider. We are close to another global partnership and will announce it soon. These organizations refuse to accept the disruption standing still or, even worse, by adopting and accelerating the companies who want to disrupt them.
#1252Yash Patil@YPATIL125Exactly! The winning strategy is not betting on who has the best model this month. It is building the deployment layer where intelligence actually compounds.
That means serving the best possible agent tokens on durable infrastructure: route to any model, train your own when it makes sense, and own the context, harness, environment and interfaces around the agent.
Applied Compute is building this customer-first deployment layer. We help customers build intelligent systems where the value compounds on their side.
Chamath Palihapitiya@chamathIf you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house. OpenAI and Anthropic are openly funding and starting competitors to you while also using your usage to drive more success for them. This is not a failure on their part but a failure on your part. Consulting businesses that understand this are adopting a control plane that allows them to arbitrate where tokens go and who generates tokens for them. Controlling the tokens is controlling the spice (Dune). This was a key pillar of 8090’s global partnership with EY and they key feature of our Software Factory. We control token generation and can direct them to any model provider. We are close to another global partnership and will announce it soon. These organizations refuse to accept the disruption standing still or, even worse, by adopting and accelerating the companies who want to disrupt them.
