Michael Burian

Founder @ New Digital Intelligence

[Michael Burian @Michael_Burian]

Charging per token does not mean the output has no value. We at NDI charge only per outcome using that same technology...

[Ricardo @Ric_RTP]

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.

[Michael Burian @Michael_Burian]

@elonmusk In my experience it’s 99% integration. Training and data evolution comes automatically in production if you set it up like this…

[Michael Burian @Michael_Burian]

This was the NDI vision since October 2023. We experimented a lot. Very happy we get so much support for our direction!

[ericosiu @ericosiu]

AI service firms are commanding 30x multiples right now. Yes, thirty.

That's why a16z, Sequoia, and YC are chasing services, not SaaS.

Most agencies will see this and reach for the wrong move. They'll keep selling hours, bolt on AI, and cut headcount to pad the margin.

But that's playing the small game.

Here's why:

00:00 Why Services Beat SaaS
01:13 The $1 Software vs $6 Services Opportunity
02:52 Why Managed Growth Loops Matter
04:49 Agents, Loops, and Human Judgment
06:43 How Single Brain Powers AI Service Businesses
07:22 The Services-as-Software Manifesto
08:41 The New AI-Native Org Chart
10:13 Building Outcome-Based Offers
11:13 Final Thoughts

[ericosiu @ericosiu]

AI service firms are commanding 30x multiples right now. Yes, thirty.

That's why a16z, Sequoia, and YC are chasing services, not SaaS.

Most agencies will see this and reach for the wrong move. They'll keep selling hours, bolt on AI, and cut headcount to pad the margin.

But that's playing the small game.

Here's why:

00:00 Why Services Beat SaaS
01:13 The $1 Software vs $6 Services Opportunity
02:52 Why Managed Growth Loops Matter
04:49 Agents, Loops, and Human Judgment
06:43 How Single Brain Powers AI Service Businesses
07:22 The Services-as-Software Manifesto
08:41 The New AI-Native Org Chart
10:13 Building Outcome-Based Offers
11:13 Final Thoughts

[Christine Le Doaré @LeDoareCh]

SAGHAR GHOLAMI 19 ans.
Condamnée à mort par les mollahs.
Say her name, save her.
#SaveSagharGholami
#SaveSaghar
#Iran

[Mas Mas🇮🇷 @MasMas2171]

🚨URGENT! Don't scroll past, there is an innocent teenage girl here that needs your help. Share this so the world knows her story.

Niloufar Esfahani is her name, Niloufar means water lily in Farsi.

They are going to HANG her.

Before that, they are going to RAPE her.

One of many.

This is the true face of Islamic Republic.

Look into her eyes, her beautiful face.

What has she done but ask for freedom? For a normal life?

Niloufar could be your daughter, your sister, your girlfriend.

THIS is why we want this regime to end, this is exactly why.

She is in a dark cell now, scared, probably thinking no one will save her, no one cares, be that person.

BE HER VOICE.

#DigitalBlackOutIran
#IranMassacre

[CALL TO ACTIVISM @CalltoActivism]

This is Marco Rubio explaining how the USA promised to defend Ukraine forever if they got rid of their nuclear arsenal left after the Soviet Union fell.

This is why lil marco was sinking into the couch. He was hoping we wouldn’t find it…so don’t RT right now this very second.

[Amanda🌍 #FreeThemAll @Amandalavan1]

The Islamic regime has confirmed the death of 18 year old Melika Azizi.

Her punishment was rape and then execution by hanging.

Melika told the judge: "You let so many young people bleed. How can I remain silent? I don't care just kill me"

A brave young lady!
Now gone.
A crime

[Constance @Constan63413921]

HE IS 16.

His name is Mohammad Hossein Shokri.

Not a criminal.
Not a threat.

A child.

Arrested while working, selling corn cobs.
Sentenced to death.

Let that sink in:
A 16-year-old facing execution.

Don’t scroll.
Don’t stay silent.

Say his name. Share it everywhere.

[APADRA 🇮🇷 @DGascoign3]

There is an empty chair at a dinner table tonight. A school desk is vacant. A bedroom is cold. Mahsa Saril, just 14 years old, has been stolen from her family by the IRGC. For the "crime" of asking for a future, she now faces execution. She is a child. SHE IS A CHILD. Say her name until she is home #IranMassacre‌

[Michael Burian @Michael_Burian]

@jordan_ross_8F OPENCLAW

[Michael Burian @Michael_Burian]

@adaptiveai Adaptive

[Adaptive @adaptiveai]

Introducing Adaptive Computer.

We put AI inside of an always-on personal computer that it uses to get work done.

Schedule agents. Create software. Automate anything.

As part of the launch, we’re giving one free month of Adaptive to users.

Retweet, like, and comment ‘Adaptive’ to get it.

[Munel Lunière @bittermoon77]

To the whole world:
This is the real Iran. For years and years we all lived like this. You cannot ever imagine something close to what happened to us.
Don’t look away. I know. It’s brutal.
#DigitalBlackOutIran‌

[Protect Kamala Harris ✊ @DisavowTrump20]

Retired 4-Star Navy Admiral and former Navy SEAL William McRaven on Donald Trump: "Through your actions, you have embarrassed us in the eyes of our children, humiliated us on the world stage and, worst of all, divided us as a nation."

RETWEET if you stand with Admiral McRaven!

[Bricktop_NAFO @Bricktop_NAFO]

Barron Trump buys $50 million worth of oil stocks two days before Trump started the war in Iran.

- He bought before the bombs fell
- He bought before Iran closed the Strait of Hormuz
- He bought before 20% of global oil supply was choked
- He bought before crude oil prices reached levels not seen since 2008

This is insider trading and highly illegal.

[Protect Kamala Harris ✊ @DisavowTrump20]

Today, Alex Pretti should have turned 38 years old.

RETWEET to honor Pretti's life on his birthday ❤️

[Maryam (Bamdad Pirouzi) @BamdadPirouzi]

🆘 🆘 🆘
#MahdiehYousefi, 19 years old, from Sabzevar, Khorasan Province, was arrested on February 3, 2026, after her phone number was found on the phone of another detainee. Her family has no information about her place of detention, charges, or condition. She suffers from severe stress, heart weakness, and fear of enclosed spaces.
Let’s amplify her voice 🙏
#IranMassacre

[נועה מגיד | Noa magid @NoaMagid]

Don't stop talking about Iran.

[Eyal Yakoby @EYakoby]

BREAKING: Iranians continue to protest the Islamic Republic.

Do not stop talking about Iran.