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.
@brandur Bank: hey, it’s really important that your account number is correct.
Me: ok cool I will just copy paste from my account
Bank: no you will not
Me: well what ideas do you have then?
Bank: you will type 17 random numbers out perfectly in order.
Me: what?!
Bank: twice.
Voyager 1 is 24 billion kilometers from Earth.
It communicates with us using a 23-watt transmitter.
Less than a refrigerator light bulb.
The signal takes 22 hours to reach us, traveling at the speed of light.
By the time it arrives, it's 20 billion times weaker than the power of a digital watch battery.
NASA's Deep Space Network picks it up using 70-meter dish antennas cooled to near absolute zero to reduce electronic noise.
The engineering required to hear a 23-watt signal from 24 billion km away is arguably more impressive than the spacecraft itself.
Launched 1977.
Still transmitting.
Still being heard.
We built something that works perfectly, 47 years later, in conditions no one has ever tested in.
That's what engineering for the long term looks like.
❗️Google employees are flooding an internal meme board with posts about how bad the company's AI is.
A source says dozens of anti-AI memes post weekly, spiking when models update or their internal coding tool Jetski breaks. One showed Jetski admitting it fabricated report metrics with over 400 upvotes.
Engineers say AI removed the code-gen bottleneck but jammed everything else: testing, build times, and human review now drowning in code nobody wrote.
CEO Pichai says 75% of new code is AI-generated, btw.
Via 404Media
🎥RAIDERS SHOT DESIGN🎥
Spielberg turns a cramped living room into 96 seconds of continuous cinematic choreography. A single moving shot gives Indy and Brody close-ups, wide shots, movement, exposition and visual variety without a single cut. Super elegant visual storytelling.
@jondelarroz The problem is that it takes a smart writer to write a smart character, and disney writers are morons so thrawn comes off like a moron. The actor may have been able to pull it off if the writing didn't suck.
Yo creo que aquí confluyen tres cosas y el problema de fondo es serio, aunque solo sea entretenimiento.
Lo primero es estructural y es que los grandes estudios firmaron compromisos formales de diversidad tras 2020 por presión de los fondos institucionales tipo BlackRock con sus ratings ESG. Y la Academia de Hollywood metió en 2021 las nuevas reglas de inclusión para optar al Oscar a Mejor Película, hace falta un protagonista de minoría racial, o que el 30% del reparto secundario lo sea, o equipo creativo diverso. Y esto no es una teoría conspiranoica ni nada por el estilo, es una regla escrita en su propia web. O sea que el race-swap deja de ser una decisión artística libre y se convierte en condición material para acceder a la financiación y a los premios. Básicamente a día de hoy, Hollywood no puede hacer una película históricamente fiel sobre la Edad Media en Alemania, por ejemplo, porque no podría cubrir la cuota racial.
Aparte de esto está lo del marketing, que tiene su lógica perversa. Por lo que vengo leyendo en Variety y Hollywood Reporter, parte de la industria asume desde el caso de The Last Jedi en 2017 que la polémica identitaria les regala semanas de trending topic, podcasts, vídeos en YouTube y debate infinito. Mucho más alcance que el de una película querida pero en silencio. La atención es el recurso escaso ahora en un mundo sobresaturado de contenido, no la calidad. Lo gracioso es que la estrategia genera ruido pero no taquilla. La Sirenita, Blancanieves de 2025, The Marvels, Wish, se hundieron todas. El público se está volviendo inmune o directamente hostil, y eso ya lo reconoce la prensa especializada.
Y luego está la parte ideológica, que es la que normalmente se discute. Hay convicción identitaria sincera en parte de Hollywood, gente formada en universidades estadounidenses con marco posmoderno decolonial, que entiende el race-swap como justicia restaurativa por una historia del cine demasiado blanca. Es ideología real, esta gente se lo cree, no es postureo. El problema es el doble rasero, claro. Nadie plantearía hacer race-swap inverso con Mansa Musa, Atahualpa o Confucio por respeto a su identidad de origen. Solo se hace con la europea, porque se considera que la europea no necesita protección.
Lo de Nolan tiene su matiz aparte. No encaja del todo en la versión ideológica, es británico, formación clásica, sus películas anteriores no van por ahí. A mí me cuadra más la presión corporativa de Universal sumada a una decisión comercial concreta, hacer una Odisea desplazada del marco europeo para venderla bien al mercado global no occidental, donde una Helena rubia no le dice nada a nadie. Cálculo de taquilla puro, vamos.
Y lo que de verdad duele al espectador europeo es esto. La Odisea no es entretenimiento cualquiera, es un texto fundacional leído durante 2.800 años con unas imágenes mentales concretas. Cambiar a Helena no es ofender a una raza sino romper el contrato simbólico con un clásico que es propio. Por eso pega más fuerte que cambiar al protagonista de una saga inventada hace treinta años. Y la misma industria que lo hace con Helena no se atrevería ni de coña con otros personajes históricos no europeos y eso es lo que la gente percibe sin nombrarlo del todo y el por qué creo que todo esto no tardará mucho en explotar.
George Lucas revived the monomyth for a new generation by wrapping it in a Flash Gordon-style pulp space adventure. He paired it with John William’s Wagnerian opera score complete with some of the most imaginative visuals ever put on screen. Just pure cinematic magic that has reshaped our culture forever.