Karp claims true enterprise value requires full ownership of the data stack
Palantir CEO Alex Karp: A company does not just want a clever model answering questions inside a polished interface. A serious technical customer wants control over the data, prompts, system access, and the workflow that creates value.
Positive users endorse Palantir CEO Karp's claim that customers want control over data, models, and compute, while the negative reply attacks him for repeating statements tied to his CIA background.
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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?"
@PalantirTech The full version:
@PalantirTech
unlikely alliances form people discover previously unthinkable ideological priorities The world unites against the Avengers level threat
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.
@PalantirTech Your software is used to target and kill innocent people in Gaza and Lebanon.
You’re a satanic death cult.
Much of the genocide is on you.
@PalantirTech
@PalantirTech #proudpalantard
@PalantirTech Verizons thousands COs have highly reliable power infrastructure, industrial cooling, and physical floor space that is currently underutilized. They are effectively ready-made micro-data centers.
@Lincoln6ECH0 @PalantirTech The Satanic death cult are the Iranian backed jihadist terrorists that have conquered Gaza and Lebanon and dragged them into never ending wars. There was never a genocide
@PalantirTech I am thinking the same. The frontier should pay to use their models as per token. The entire economics is fooling people.
@PalantirTech Alex is correct about some of the enterprise concerns , no ones gonna accept intellectual property theft by frontier model providers , proper guardrails needs to be in place as well as transparency on clients data usage.
@PalantirTech Your very existence is an abomination.
@PalantirTech
@PalantirTech thats exactly why BOTH France and Swedzerland turned Palanteer down, they werent sure who owned the data. Irony is dead and rotting.
@PalantirTech Karp is right customers want full control over their models, data & alpha. But if it's that valuable, why gatekeep with closed models and token rents? Real sovereignty means open sourcing the core tech, not another priesthood charging elites for "secure" black boxes.
@PalantirTech I want less of Alex Carp and less of Palantir.
You asshats don’t get to dictate what we want. I want you to stop spying on everyone. Have your CEO go announce that want of the people on TV.
@PalantirTech Strong perspective on AI ownership.
@PalantirTech He’s 100% correct. So why are all the companies moving in the opposite direction?
@PalantirTech 👀 curious where is the balance between control and ease of use. The same argument could have been done with owning hardware and cloud
@Lincoln6ECH0 @PalantirTech https://finance.yahoo.com/news/meet-cia-backed-venture-fund-100000286.html
