Palantir Technologies (NASDAQ: PLTR) is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g., Anthropic, OpenAI), Palantir had been pulling its punches.
That changed in a recent interview that Palantir co-founder and CEO Alex Karp gave to CNBC. In the interview, Karp said what the company’s business model has been saying for years. That is, the real AI trade isn't the foundation model layer; it's the application/integration layer that sits on top of it.
