newAppleyork

Simply dump all my random thoughts here

[B/R Football @brfootball]

John Stones is off to a fast start at Inter scoring in preseason ⚫️🔵

[newAppleyork @eye_market]

3 Finish Positions #golftips #golf #golfswing #golfdrills https://t.co/BuHo9W8kT8 via @YouTube

[newAppleyork @eye_market]

https://t.co/OegwjUOJm4

[newAppleyork @eye_market]

Back to Toronto #Toronto #多伦多

[newAppleyork @eye_market]

I only realized today that Bloom’s, the pub I’ve been going to for years near my office, is actually named after Leopold Bloom, the protagonist of James Joyce’s Ulysses. It took me all these years to make the connection—I’m honestly surprised at how oblivious I was.

The third photo was taken during the World Cup, when we watched Japan’s dramatic match against Brazil there. #nyc #纽约

[Demis Hassabis @demishassabis]

https://t.co/PTeDiv1b6L

[newAppleyork @eye_market]

@sama Two homeboys are selling the other short.

[newAppleyork @eye_market]

读成庆的《人生解忧：佛学入门40讲》有句话很有意思“就像今天的人们总是东奔西走，寻找生命的多桃花源，却永远无法将自己当下的生活转换为心灵栖息地”

[newAppleyork @eye_market]

@yutokanzakireal Curious to see what happens. Interest rate hike? Unwind on Yen carry trades? Inflation is definitely much higher.

[newAppleyork @eye_market]

Maybe this is how he pictures the structure of AI ecosystem:

Enterprise Data

↓

Ontology

↓

Permission

↓

Workflow

↓

Application

↓

Frontier Model

↓

Result

[newAppleyork @eye_market]

After listening to Alex Karp’s recent CNBC interview, I think many people are missing his real argument. He isn’t just attacking OpenAI or Anthropic. He’s arguing that we’re entering a new phase of AI, where the biggest question is no longer:

“Who has the smartest model?”

It’s becoming:

“Who owns the enterprise?”

Here’s how I interpret his thesis:

• A frontier model is only an engine.
• An enterprise’s real value isn’t its documents—it’s its workflows, decision-making, permissions, institutional knowledge, and accumulated “alpha.”
• If companies outsource too much of that layer, they risk giving up control over what actually makes them unique.

That’s why Karp keeps emphasizing Ontology.

Not as a knowledge graph, but as the operating layer that connects data, permissions, governance, business logic, and AI.

In his worldview:

Enterprise Data
→ Ontology
→ Workflow & Governance
→ AI Model
→ Business Outcome

—not—

Enterprise Data
→ AI Model
→ Answer

Whether you agree with him or not, I think he raises an important question.

The AI industry may be shifting from competing over model intelligence to competing over enterprise control.

The long-term winners may not simply be the companies with the best models.

They may be the companies that own the workflow, the distribution, the governance layer, and the trust of enterprise customers.

This feels like one of the most important debates in AI over the next decade

[Palantir @PalantirTech]

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?"

[newAppleyork @eye_market]

A good summary on how Japan became the Tier one (or Tier 1 to be) soccer team
【不可避】日本人がビジネスに勝つ「鉄則」が判明した https://t.co/Ax9g4e6PpQ via @YouTube

[newAppleyork @eye_market]

@DonMiami3 near the end of the article “Sorry for our mistake. It will happen again.” Maybe time to long?

[newAppleyork @eye_market]

@edzitron Before calling the AI boom BS, what about the actual use cases of AI already integrated in the day-to-day business workflows? Aren’t they the demand booster?

[newAppleyork @eye_market]

@DonMiami3 Power, optics, cooling, utilities, real estate… they’re all AI trades now.

[newAppleyork @eye_market]

When hot air hits my face, I fled

[newAppleyork @eye_market]

Hats off to the couple. To me, the heat might be even a bigger challenge than the height today. #NewYork #EmpireStateBuilding

[newAppleyork @eye_market]

お悩み解消コーナー「#相談は踊る」 https://t.co/foCPAdMDt1 via @YouTube；About gender equality discussion—The biggest red flag isn’t disagreement. It’s refusing to understand. If someone has no interest in learning about their partner’s lived experience and only repeats what they already believe, the problem isn’t the opinion itself—it’s the lack of empathy. ジェーン・スー是个直肠子姐姐

[newAppleyork @eye_market]

bet in. 赌一个日本足球新的时代。我干了 你们随意。The new era of Japan Football (i think). #worldcup #BlueSamurai 頑張って