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.
Everyone's building AI that gives you more options. Search that returns 50 results. Feeds that never end. That's the opposite of what anyone needs. 🧵 (1/6)
AI eases choice overload by smartly curating what matters to you. It learns your vibe, surfaces the best fits, and cuts the noise. Feels like having a thoughtful friend who knows you well, freeing you up for what counts.
Meet us at @WMFWeMakeFuture, the biggest international fair on innovation, in Bologna, 24-26 June 2026!
Hic gives you one plan for your free time: tailored to you, not to advertisers.
We'll be at the fair Wed–Fri and at Innovation Night Wednesday. If you're into AI that decides instead of search that drowns you (or you just want to argue the opposite) reach out!
#WMF2026 #WeMakeFuture
People hear “an app that decides for you” and think you’re outsourcing your brain.
But you already delegate to feeds and trends.
Hic just replaces invisible, generic influence with deliberate, personal, non-sponsored decisions.
@elonmusk why not launch a Tesla @FIAFormulaE team as the ultimate showcase for the tech behind the Roadster before the self-driving revolution takes over?
Vettel and Vergne behind the wheel.
Sinner is reawakening Italy’s love for tennis.
The Foro Italico, with its marble statues and layered history, stands as a living record of how Italians have always spent their free time: outdoors, between sweat, strategy, and beauty.
When a nation sees one of its own competing at the highest level, free time suddenly becomes a place where you measure yourself, improve yourself, and feel truly alive.
Tennis reminds us that the best use of free time is rarely passive.
31 vittorie di fila nei Masters 1000, record all-time: eguagliato Djokovic e poi anche 26 di fila in stagione e pure quello un record e contro gli italiani è imbattuto sì insomma sapete già tutto
Perfection has made experimentation too expensive at Apple.
The company’s biggest wins (the iPhone, Apple Watch, AirPods) all came from shipping before certainty. Some bets failed publicly (Newton, Lisa), but the culture allowed them. Risk was part of the process!
I hope the company under Ternus brings back that startup mindset: run more experiments, let the weak ones die quietly, learn fast, and double down hard on what actually resonates.
The brand is strong enough to survive a few visible misses. What it needs now is to make experimentation acceptable again.