Alex Karp isn’t crazy, and he isn’t just talking his book. On July 1, the Palantir CEO went on CNBC and asked the right questions about model providers: who owns the data, where is it cached, is anything transferred back to the provider. Too many people focused on his style and missed his point – they are stealing your alpha.
OpenAI and Anthropic tell commercial customers they will not train on their data. After I recently moved my company off Anthropic, following a Supply-Chain Risk designation, I read the actual agreements and found a hole big enough to drive the entire AI industry through.
