Palantir CEO Alex Karp says enterprises want to “own the means of production” instead of “transferring their alpha” to OpenAI or Anthropic:
“Why are [LLMs] charging for tokens if it’s so valuable?”
“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 dollars, and I want 30%?’”
“Look at our financials. The reason why everyone is chillaxing with bad financials and growth while losing money, is the client refuses to pay the true cost.”
“The two places that actually make money—profit, free cash flow—are our application layer called ontology, and compute.”
“We can get the frontier application to be exactly the same as a frontier model without the risk of transferring the alpha of your business to another.”
