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"
feels like a good time to seriously rethink how operating systems and user interfaces are designed
(also the internet; there should be a protocol that is equally usable by people and agents)
The future isn’t typing into AI
It’s an agent in your ears
hearing what you need
and executing across every service in real time
No apps
No friction
Just results
The next generation of devices should be built on trust from day one
Not retrofitted after vulnerabilities are exposed
This is how we protect people
And how we protect the future of AI
Bluetooth should not mean backdoor.
WhisperPair proves vulnerable headphones and earbuds can be silently paired, mics accessed, and even used for tracking.
The future of AI wearables needs real security standards not reactive patchwork.
AI wearables are becoming the interface to your life
Your conversations
Your health
Your environment
Your decisions
Security cannot be optional in that future
Patching software after exposure is not a solution
It is a delay
If your microphone and camera can be accessed without your knowledge, the system is already broken
Most people think AI will be dominated by one model.
That’s not how this plays out.
We’re moving toward multi model systems where the best AI is selected in real time for each task
The winner won’t be the smartest model
It will be the smartest orchestrator.
“If you want to find the secrets of the universe, think in terms of energy, frequency and vibration.”
— Nikola Tesla
Everything is alignment
Build the signal, not the noise