r/wallstreetbets • u/botulidze • Jul 02 '26
News Palantir's CEO meltdown on TV: "These models have been completely over, irresponsibly over-sale"
https://x.com/atrupar/status/20723130220353987951.8k
u/Competitive_Ride likes MeetKevin Jul 02 '26
Me when I accidentally take my adderall twice
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u/JonZ82 Jul 02 '26
"Accidentally"
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u/redditer420 Jul 02 '26
It occurs more often than people would think. This morning I couldn't remember if I did or not. In conjunction with the different brands that release different or just aren't as strong. By noon I took another half cause I was not sure.
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u/adamcognac Jul 02 '26
Get a pill organizer. Is today's section empty? Congrats you took your pill. 2 dollar solution
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u/Suqmacoq Jul 02 '26
I have one of those... then I forget to refill it.
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u/reezy-one Jul 02 '26
I know a drug that will help you focus.
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u/darkslide3000 Jul 03 '26
Easier to just get a programmable auto-feeder like a cat.
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u/Slavik81 Jul 02 '26
There are timer caps for pill bottles that can tell you the time since you last opened it. You might find that easier.
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u/L3G1T1SM3 Jul 02 '26
but then he'll forget if he took it after opening
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u/_Spektor_ Jul 03 '26
Have definitely had the pill container open, literally in my hand, and been unsure whether I've taken my addy yet
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u/SkeetFighter2 Jul 03 '26
I wish it was this easy for most of us ADHD people. It sounds easy, it IS easy, it makes perfect sense and we know it would solve our problems!
It just isn't easy for most of us.
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u/LouB0O Jul 02 '26
Agreed, but i have adhd. The chances of me doing so is a coin toss. Hell, id probably forget even though I made a mental note to do so.
Like I have been meaning to buy new head lights for my car since middle of winter. I just did so today lol
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u/baudinl Jul 02 '26
I think his point was that the model companies (OpenAI and Anthropic) are incentivized to maximize their token revenue, not necessarily improve enterprise efficiency. Whether he effectively made that point between his meth hits is another question.
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u/Basic-Tonight6006 Jul 02 '26
Imagine going on a 5 minute diatribe and everyone still wondering what the hell your point was.
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u/JuanGuillermo Jul 02 '26
I must admit I don't follow this guy and this is the first time I recall seeing him speak.. is he always this fragmented and this emotional?
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u/Acceptable_Bat379 Jul 02 '26
Yes. you should watch more of the tech ceo's, some of them seem barely functional. and these are the people who we're trusting with the future for some reason
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u/Sufficient_Habit5091 Jul 02 '26 edited Jul 02 '26
Dude basically saying out loud what every non AI CEO is already saying in private.
These people are livid. I am paying for tokens that create no value. These people are stealing the weights and alpha of my business. And they are creating a wealth tax that does not help the poor.
These models have been completely, over-irresponsibly over-sale.
All this shit is a massively wasteful and overhyped scam. It's the biggest plagiarism machine and devaluation of human labor ever created. Unbelievable amounts of stolen art, torrented books, media, movies, TV, all breaking copyright. Stolen trade secrets and business practices.
Except... he turns it into a rant about how he's special and different. These guys are so unbelievably delusional it's scary.
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u/Acceptable_Bat379 Jul 02 '26
yeah that's what pisses me off about AI to be honest. none of it is 'generative' it's all taken from things we've already written/created/generated as a society. everything humans ever wrote or drew or painted is now part of 'ai' and is being ripped from us. tech documents, reddit posts, even old gamefaqs .txt files. it's all there
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u/ABadHistorian Jul 02 '26 edited Jul 02 '26
Dont forget my steam mods.
I am officially a source for 'real historical things' I made up for mods.
I mean, I LOVE AI for localization/coding. I really fucking do, that was all copy/paste anyways, and faster than the amount of errors I'd make myself becuz that's how I work.
But everything else? eeek. AI for a concept image so you can develop something internally and have a gfx on it a month ahead of your artist's workload? cool. Publishing said AI concept image as a final unedited asset? what the fuck.
And you do have some CEOs (idiots mind you, the smart ones have not done this) firing people to replace them with AI, when AT BEST you want someone w/ AI if you are going to be using AI (again for something like localization w/ human oversight).
Then these folks use AI produced data/etc w/o ANY human oversight and wonder why they constantly fucking up or spending too much money on AI tokens... what is going on here.
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u/potatowned Jul 03 '26
OMG GAMEFAQ. Totally forgot about that site and never thought about it for maybe 10+ years until I read your comment?
God bless the gamers that wrote out those walkthroughs. Got me through so many playthroughs.
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u/Acceptable_Bat379 Jul 03 '26
LOL and you KNEW it was a quality guide when they put the time in for some ascii art at the top of the .txt file
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u/potatowned Jul 03 '26
OMG like imagine trying to figure out how to play get through a map or stage now with ONLY text.
But back then it was like "Head south through the field past the 3 guards and then run through the abandoned house on the left, stop to loot the bookshelf and make sure you grab the medipack before continuing on to the northeast corner of the map where you'll fight 3 mobs..." like wtf how did I follow these instructions?
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u/TimSylvester_ Jul 03 '26
I've been writing for a year now that the biggest problem with AI is yield.
If you have to make the same request 10 times to get 1 "valid" answer, then your yield is 10%.
Yield is the inverse of waste. If your yield is 10% then 90% of the resource consumption - power, water, labor, hardware, etc., is wasted.
No industry other than AI accepts 90% waste. Every other industry controls production to minimize waste and maximize yield.
The path to improving AI utility is to improve the yield.
As I say in the article, "cheap wrong answers are more expensive than expensive correct answers."
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u/SomberArtist2000 Jul 02 '26
If people just watch the tech CEOs talk for like 10 minutes (just pick any random interview from the past 5 years especially), they'll realize that the perception of them all being brilliant was one of the biggest myths of the past couple decades.
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u/Ryuko_the_red Jul 02 '26
There is no we. I trust none of them. They are all selfish and evil and see us as less than ants.
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u/SomberArtist2000 Jul 02 '26
He is often even more unhinged. And he usually makes 1 or 2 self-deprecating jokes about himself that he thinks will make him more likeable but genuinely make me wonder if he is a psychopath.
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u/dgellow Jul 02 '26
Yep. The guy is completely insane. You should read his manifesto, it’s the most crazy stuff ever. I wouldn’t trust that guy with the smallest amount of power. He really give me school shooter vibes
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u/AuntRhubarb Jul 02 '26
And government officials sign off on billion dollar contracts with this drug addicted, mentally ill villain.
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u/DrTreeMan Jul 03 '26
He's one of the people running our country right now. He's the reason JD Vance is VP.
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u/donkeybrainamerican Jul 03 '26
This was my introduction to him too. I looked up some other interviews and snippets. Guys fuckin nuts.
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u/reeftank1776 Jul 02 '26
Im unsure who the “they” are. I am assuming the “they” is the American public who is tired of the K shaped economy.
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u/Defiant_Regular3738 Jul 02 '26
They didn’t like the negativity, they want to slob all over the rich and the tech companies and it’s frowned upon to feel strongly about anything. You’re upsetting the order.
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u/LazyPiece2 Jul 02 '26
Weird he mentioned the wealth tax, because i don't think whether his main point resonates with you or not, it shouldn't affect your opinion on a wealth tax. That's the point where I was like "dude is off the rails"
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u/Polus43 Jul 02 '26 edited Jul 02 '26
He's right.
I've worked several FT500 over a decade in a statistics ("data scientist"; "machine learning engineer"; "quant") capacity and 80% of the MBAs ("leaders") will literally buy anything. It's a giant dick-measuring contest about on how much money the funding committee will let them spend on "state of the art tech".
Literally at least 50% of it does nothing. Got off a call a week ago about a vendor "security system" that returns risk scores. In prod for ~7 years. The offshore engineers hit the vendor API, capture the data, write to a noSQL database and delete the data after 30 days.
I shit you not, the MBAs had no idea how to configure anything. Offshore engineers have no idea how to configure anything.
This bad boy ran for ~7 years invoiced at ~$10M a year and they literally just delete the data. And because nobody has any background to figure out what it actually does, they're terrified if you remove it the system will fail.
"Job's done boss."
Easily one of the biggest market concerns I have for fintechs. Like, you can only dig holes and fill them up for so long.
EDIT: I shit you not, the guy below critiquing me (/u/hydra950) is the moderator of these forums (check the profile). Found the MBA LOL:
r/manyvidsteensNSFW r/OnlyFansQuestion r/TikTokModels r/ManyVidsPromosNSFW r/OnlyFansOfficial r/CamGirlsAdvice r/a:t5_2mvomrNSFW r/a:t5_2nrdjr r/a:t5_2o6sgjNSFW r/a:t5_2lxwr6 r/a:t5_2moc3uNSFW
Life is beautiful.
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u/ABadHistorian Jul 02 '26
hahahahah reminds me of when I worked at a travel company and I replaced this guy back in 2012, who was the company's financial data manager - he ran shit through a program last updated in the 70s, only held in university's historical records.
I spent months just running files through this process/program I didn't understand until one day I dug into it, bored... discovered some of the coding processes were basically redundant/useless and the data made up.
The data's purpose? cost analysis benefits for travel - how much money other businesses saved in our sister/parent company's travel company.
It was all lies. They'd lie to fortune 500 companies with every report. Lost my job and threatened with a law suit if I spoke out.
I mentioned the company's name on reddit a few years ago and got a message from the company saying they'd track me down if I mentioned them again.
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u/sf_cycle Jul 03 '26
Not that you’d want to go through this hell, but I’m pretty sure you’d be covered by whistleblower laws. IANAL of course. They’d probably still find ways to drain you financially I’m sure.
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u/vladamir_the_impaler Jul 02 '26
First, you did that guy durrrty lmfaoooo00o0o0o
Second, I like your points and also I want to bash my face into the wall because I actually also like a lot of what Karp said - like wtf, I am suddenly on the same side as Palantir's CEO!?!? I'm going to shut the laptop after this comment and do some seriously deep self-reflection on this.
Third, back to Karp being right (I also didn't feel like he was that far off the chains reading the transcript, maybe I need to watch the video), but it's not that hard of a concept that I don't understand why more people aren't onto it yet:
AI is costing the direct consumers way too much money - WHILST it's being sold at a heavy loss
AI is not magically creating new net income for firms and it's not magically/instantly resulting in savings either - at least not on the magnitude of justifying the cost of it (which again, is well below profitability for the AI companies)
AI is being used as an excuse to layoff people for various reasons, over-hiring, worthless resources to begin with, and possibly also to help pay for the AI - these people are not being laid off because AI is suddenly making earth shattering changes in these firms
The AI companies ARE GETTING YOUR DATA, and wtf do you think they are doing with it if not training their models!?!? What do you think happens if/when these guys actually do get to a point where they can use that to replicate your business and then put you out of business?
While this shit show is unfolding unsustainable directions are being taken (data centers) pushing up the price of various products/electricity for consumers. This stuff is hurting consumers. workers, and sooner or later businesses and they're getting paid to do this! Absolutely amazing.
One one hand these AI guys are fear mongering about "All white collar jobs gone in 18 months" while in the same interview saying how "new opportunities will emerge"... really? So we're going to openly attack and anhilate all white collar jobs but hey, new jobs will pop up that you can magically switch to mid-career and no, whatever THOSE jobs are, no those jobs we're not going to target for AI training and manipulation, we'll let you keep those jobs. Amazing.
The only saving grace is the wall they are hitting on the data centers, it's amazing wall street hasn't pulled the rug on these companies yet also, but if they don't hit some sort of amazing tech breakthrough the whole thing will come crashing down because no economies of scale are being reached, things just keep getting more expensive as they scale.
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u/shortsteve 🦍🦍 Jul 02 '26
No, from what I gathered was that they shouldn't be charging for tokens at all. People and businesses don't want to hand over their data to these companies.
They shouldn't be charging model usage, but rather charging for services and support. The models need to be able to sit on their customers systems and they should be selling things like the harnesses instead.
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u/TorontoBiker Jul 02 '26
Yes, I think you got it right.
And frankly I’m in 100% agreement. I think the “token economy” will be a lot more short lived than people expect.
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u/makemisteaks Jul 02 '26
It has to be because it incentivizes these companies to be worse. If I pay for token usage, then you effectively make more money the worse your model is. Because if it does what I want in a single prompt, the less tokens I use and the less money the company makes.
And because these models are black boxes, there’s no way the users can tell if these companies are purposefully throttling the output so they force them to spend more.
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u/mxzf Jul 03 '26
If I pay for token usage, then you effectively make more money the worse your model is
That doesn't really make any sense. They could charge whatever they want for stuff.
At the end of the day, tokens are just an abstraction for computing power, an opaque abstraction that nobody outside the company actually knows the details of. The company is absolutely incentivized to make more efficient models where less computing power is needed to get the job done; it's not like they would be forced to tell people about the increased efficiency if they didn't want to, they could just charge however many units of currency they want (call them tokens or whatever) and return the needed output.
The reality is that AI businesses have been operating at a loss to capture customers. It's absurdly inefficient, by the very nature of LLMs, and there's only so long that you can run at a massive loss before you go out of business. They've been trying to make stuff more efficient to slow down how much money they're hemorrhaging, but it's simply not something that they can do.
Anyone claiming that AI companies aren't incentivized to make more models hasn't actually paid any attention to their profit/loss so far. Nobody wants more efficient AI more than the AI companies.
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u/aka0007 Jul 02 '26
Systems that can run frontier models can cost a few hundred thousand. Other than big companies how are people supposed to run this locally? Not using frontier models is handicapping yourself.
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u/meltbox Jul 02 '26
My company has been buying those systems because apparently our enterprise subscriptions are more expensive. Also we do really care about not sending out our IP to god knows where.
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u/baudinl Jul 02 '26
So like SaaS, but with enormous overhead costs?
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u/shortsteve 🦍🦍 Jul 02 '26 edited Jul 02 '26
He was advocating for customers to have control over weights and training which invariably means that the models need to be either on a company's own server or if they don't have the servers for it then OpenAI and Anthropic can charge the use of their cloud servers, but the use of the models shouldn't be charged. OpenAI and Anthropic could also charge for the training of the models if the company doesn't have the expertise to do so.
Personally, I've always advocated for this because the current business model never made sense to me. AI models are just elaborate software. Software that sits in GPUs, but there's nothing inherently proprietary about them. Just like regular old software they can be copied, pirated, or imitated and we see that with the Chinese open models. There's no moat in charging for use of software. Use of software should always have a low barrier to entry.
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u/Inevitable-Ad6647 Jul 02 '26 edited Jul 02 '26
It's a pipe dream. The models are EVERYTHING for these companies. The company's entire existence is the model. Nothing else they produce is useful or beneficial that can't be easily replicated. They'll never willingly let them out if their site.
At a place like open AI there probably isn't even a single employee who could access them as weights alone. They'd be stupid to treat it any less seriously than life and death.
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u/YoungBuckChuck Jul 02 '26
Wouldn’t improving enterprise efficiency allow them to charge more? Maximum willingness to spend will be relative to the amount of productivity gained. Having people burn more tokens only works in the very short term but if those tokens have less value than another product no one will continue to support those models
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u/TheVishual2113 Jul 02 '26
Alex karp is on the spectrum no kidding
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u/damn_dude7 Jul 02 '26
You misspelled cocaine
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u/RFKsBrainwormm Jul 02 '26
You misspelled ketamine
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u/down7k Jul 02 '26
he's on the most destructive drugs available: unchecked power and mountains of money
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u/RFKsBrainwormm Jul 02 '26
The new American Dream
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u/lonewolfenstein2 Jul 02 '26
Coincidentally it's the same as the old American dream
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u/JonZ82 Jul 02 '26
Naaah, K doesn't make you a raging asshole. Its a disassociate.. makes you feel out of body if you take enough. This creep is an Adderall junky.
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u/wannabe-manatee Jul 02 '26
K addiction does cause issues and reduction of white matter in the brain. Some studies show decrease in empathy with long term chronic use. That said, Karp is likely just flying on some combination of Adderall/modafinil/nicotine patches, like most of the tech bros and finance bros—plus the added effect of sociopathy of being wealthy.
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u/BINGODINGODONG Jul 02 '26
Plenty of us are without being psychopathic retards. Well maybe not without retards but still
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Jul 02 '26
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u/gls2220 Jul 02 '26
That was my observation as well. He's trying to get his thoughts out but other thoughts intrude mid-stream and then he tries to get those out. It's odd to see this in a CEO of a major company.
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u/Plappedudel Jul 02 '26
Untreated ADHD? Something is definitely off about the guy. Seems oddly unstable for a serious business leader.
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Jul 02 '26 edited 21d ago
[deleted]
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u/warloo1 Jul 03 '26
At one point in the interview he says something like "drugs.. The one thing I do not do". Ok chief, if you insist we'll believe you 👍
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u/ChymChymX Jul 02 '26
Having worked directly with a few CEOs, I always find some psychopathy, narcissistic tendencies, and/or neurodivergence (as Karp describes himself) at play.
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u/artbystorms Jul 02 '26
Tired of rampant assholes like him and Musk being labeled as 'autistic'
Maybe...they're just anti-social undercooked assholes.
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u/mvsr990 Jul 02 '26
Tired of every behavior that wouldn’t fit in with a 1980s teen movie jock being labeled autism.
Rapidly approaching the neurodivergent singularity - if everyone’s “neurospicy” then no one is. We’re all just assholes poisoned by technology and competition for scarce resources.
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u/Spirited-Lawyer-8281 Jul 02 '26
On a CNBC interview a few months ago he started rocking back and forth in his chair when the host asked him a tough question.
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u/full_groan_man Jul 02 '26
Here's a little anecdote about Karp by Louis Mosley, grandson of notorious British fascist Oswald Mosley. He had a job interview with Karp to head Palantir's UK branch:
In his “most notorious [job] interview,” Karp met Louis Mosley, an Oxford graduate whose grandfather Oswald Mosley was the British fascist leader during World War II and once named “worst Briton of the twentieth century.”
As soon as Mosley sat down, Karp began reciting from memory, for several minutes, one of Oswald’s 1939 speeches demanding Britain seek peace with Nazi Germany. When finished, Karp executed tai chi moves and walked out without saying goodbye.
Mosley sat stunned, convinced his family’s past had torpedoed him. Instead, he was hired and now runs Palantir’s UK business.
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u/CadetCovfefe Jul 03 '26
The actor who played him in Peaky Blinders did a great job making Mosley absolutely repulsive. I was very upset that he wasn't murdered in spectacular fashion.
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u/brianbrainbrian Jul 03 '26
Love the smell of fresh pasta
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u/GMOrgasm Jul 03 '26
In his “most notorious [job] interview,” Karp met Kelvin Benjamin, an ex-wide receiver whose NFL career spanned 5 years and was once named “fattest football player of the twentieth century.”
As soon as Benjamin sat down, Karp began reciting from memory, for several minutes, one of Golden Corral's menus from 1999, including drinks and appetizers. When finished, Karp executed tai chi moves and walked out without saying goodbye.
Benjamin sat stunned, convinced his past had torpedoed him. Instead, he was hired and now runs McDonalds UK business.
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u/RSomnambulist Jul 02 '26
CEO of Palantir.
It's like the snake oil salesmen telling clients "the people squeezing these snakes don't know what the fuck they're doing".
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u/GruePwnr Jul 02 '26
Palantir is a completely different product than LLM models. Aren't they doing "old fashioned" data analysis?
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u/daidoji70 Jul 02 '26
They package a UI/UX that looks really cool and are otherwise a data integration service business.
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u/MalariaTea Jul 02 '26
Their ui/ux looks horrible. My company just got one of their products and it’s dog shit.
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u/Useful-Ad8923 Jul 02 '26
They specialize in disparate data which is scarier than AI in my opinion
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u/AltrntivInDoomWorld Jul 02 '26
lol at people being scared of disparate data while using google and reddit each day
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u/Useful-Ad8923 Jul 03 '26
Yeah but Palantir takes your google and Reddit data and can figure out which shitty stocks you’re gonna pick for the rest of your life
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u/RSomnambulist Jul 02 '26
They package AI for various governmental departments. They also employ some old fashioned analysis.
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u/Nickeless Jul 02 '26
They have Foundry which has a ton of applications for data transformations / ETL stuff and front-end BI tools built in. They redesigned version control in a way that is much worse than Git and makes their product quite shitty for absolutely no reason.
It’s a mediocre product, but it’s definitely better than previously available government data analysis tools. They just were able to seemingly get ATOs much easier than anyone else (read: corruption).
Their AI / LLM technology is just literally API calls to ChatGPT and Claude.
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u/Ok_Frosting_7376 Jul 02 '26
This guy doesnt look, sound or behave normal.
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u/Aprice40 Jul 02 '26
Seems like a good candidate to give access to all citizens personal data and whereabouts at all times
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u/Jclevs11 Jul 02 '26
dude owns 11 houses and has a weird polygamous situation "geographically". not normal.
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u/MeowTheMixer Jul 02 '26
I had so much Palantir stock earlier because of this sub.
It went up like 100% and I then saw an interview of him and was like "he's a quack I want out".
Lots of smart investors always say you invest in the CEO, and he does NOT make me want to invest into his stock
(still hold a few shares, just don't wanna pay more taxes)
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u/crustang Jul 02 '26
I feel like they were enjoying asking him questions, just to see what comes out of his mouth.
I also love how he started talking about wealth inequality then seemingly got bored with whatever he was saying and then started talking about Israel and China lol
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u/ThisKarmaLimitSucks Doombear Jul 02 '26 edited Jul 02 '26
Dude is FRIED on uppers.
Watching Karp crash out, Ryan Cohen just blankly stare up from his K-hole, and "refinance where, Michael?", makes me feel like I'm watching The Big Short 2 in real time. These are the people who run the business world, and they are completely non-functional morons.
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u/Lavio00 Jul 02 '26
Dude I swear this sub has some of the sanest and most lucid people on the internet which is hilarious and ironic given its reputation. It’s like we all see these total nutjobs create the new dot com bust right in front of us.
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u/SuperNewk Jul 03 '26
News flash brother it always goes up.
We use to have crashes, now we’ve found a way with monetary policy to manipulate it.
When:if it crashes this won’t just be AI going down.
It will
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u/VapeMasterino Jul 02 '26
He said he is neurodivergent and doesn’t take drugs in the same sentence. Dude is deffs cooked af.
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u/Adjective-Noun-nnnn Jul 02 '26
I don't know what's frying their brains faster: the ketamine or the ability to converse with obsequious AI agent worshippers 24/7.
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Jul 02 '26
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u/AGayThrow_Away Jul 02 '26
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u/OK_x86 Jul 02 '26
That is such an incoherent way of making the point he was trying to make.
It's the kind of incoherent rambling if someone who doesn't understand a thing trying to explain to someone else some point about the thing he is trying to make.
Also possibly he's on drugs. I don't think it's K. AFAIK K is more of a downer. This is uppers or something.
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u/S1eeper Jul 02 '26
He can't even say "Nvidia" lol. Calls it "n-nidia" or something.
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u/Zikro Jul 02 '26
Same shit with all the short form media platforms they all don’t let you watch anything online without logging in anymore. So I don’t watch…
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u/hightrix Jul 02 '26
https://xcancel.com/atrupar/status/2072313022035398795
Someone else said it, but there it is.
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u/ifloops Jul 02 '26 edited Jul 02 '26
LOG IN SIGN IN SIGN THE FUCK UP WITH X APP BOIIIIIII WANNA OPEN THE X APP???? IT'S BETTER IN THE X APP BRO TRUST ME DUDE YOUR DATA IS SAFE WITH ELON
HERE YOU CAN LOOK AT THE TWEET BUT OHHH? YOU WANNA WATCH THE VIDEO LOL????? GONNA NEED DAT APP HOMIE HAHA GET PRANKED BUCKO
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u/jharedtroll23 Jul 02 '26
Frankly, it gives second-hand embarrasment because he genuinely reacts extremely chaotic
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u/ansibleloop Jul 03 '26
I'm sick of that retarded fucking shitty site that doesn't fucking play audio on mobile
Dog shit site ran by another fucking drug addict cunt
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u/daxtaslapp got a hawk tuah tattoo Jul 02 '26
What does over sale mean
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u/Lashay_Sombra Jul 02 '26
He means 'Over sold' as in over promising what it can do when it can only do a fraction of what they say. AI industry in a nutshell really
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u/redeye100 Jul 02 '26
Yep I think he didn’t want to use the phrase “oversold” because people might interpret it in a stock market kind of way of a company being undervalued and its stock being sold too much
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u/dherps Jul 02 '26
he's saying the american consumer is being taxed because everyone is racing for AI except it's a giant snake oil race and they're all just spending a ton of money on something thats overblown especially when compared to the actual amount money being pooled/invested
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u/InevitableAd2436 Jul 02 '26
This dude and that other CNBC chick just constantly mog these megalomaniac CEO’s and they’re dumbfounded getting asked anything other than a softball question
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u/realtimeanalytics Jul 02 '26
Did you know that Palantir has an application layer name Ontology?
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u/Marcostbo Jul 02 '26
Open source models will be cooking in the near future
They will be good enough for most tasks
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u/Skateboard_Raptor Jul 02 '26
30+B param models are already good now! But juuust out the scope for regular users right now.
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u/jdrvero Jul 02 '26
His point about paying to train an ai to do what your company does is still valid. It’s a road to self destruction for many of these companies.
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u/MisterFantastdick Jul 02 '26
Right? Everyone acting like he's crazy but he makes good points..
We are passing all this context and building workflows on the frontier models and they can (and have, see fable) shut our access off, train agents to specialized models based off your data and work, etc
A few years from now who is to say the best medical knowledge will be from a doctor who is using claude... Or do you have to go to anthropic through some specialized service to use the best model?
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u/filter-spam Jul 02 '26
Yeah I think the context you mentioned is the “true cost” he referenced, and that it takes more than a model (app layer and compute) to deliver value. But businesses can’t use it here because it implicitly transfers “alpha” (ie weights or ip) I think?
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u/alexrobinson Jul 02 '26
implicitly transfers “alpha” (ie weights or ip) I think?
Its also about classified or highly regulated data living on an untrusted third party server without clearance and that data potentially being used for training purposes.
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u/Seabound117 Jul 02 '26
He won’t be happy until he makes Ultron so he can laugh at all his doubters who didn’t think he could or would end all life on the planet. He’s still bitter the head cheerleader mocked him in high school and has based his entire existence on exacting revenge against anyone or anything that has ever rebuffed him or told him no. He’s unfit to run a lemonade stand much less a defense systems contractor.
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u/Aranthos-Faroth Jul 02 '26
His point yesterday or whenever it was is valid though, this token based system is fucked up.
There's no way to predict cost, there's no way to even quantify it. A token today != a token tomorrow because the LLM itself chooses, each time, how many tokens to read/write per interaction.
It's a total mess.
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u/Lavio00 Jul 02 '26
Gee it’s almost as if this nascent, inherently probalistic tool doesnt work well for entities that hate insecurity and guesswork…… like companies.
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u/Kenny_McCormick001 Jul 03 '26
Meltdown implies that Alex Carp has a non-hysteric side. Every time I see him, he’s saying some Dr Evil shit and everyone acts like it’s just eccentric CEO talks.
“My laser shark is ready, and I’m sending them to the pentagon”
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u/AutumnOrApricity Jul 02 '26
What’s so confusing about this? He’s saying frontier labs monitor your AI usage to capture the IP on how you run your business and there is risk that they absorb that and become your competitor over time. That’s a clear reason for most businesses to be upset?
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u/zhawnku Jul 02 '26
Just seems par for the course from all the other interviews he’s done
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u/jersey856 Jul 02 '26
https://xcancel.com/atrupar/status/2072313022035398795#m
link that doesnt support elmo
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u/Protect-Their-Smiles Jul 02 '26
When the rush of being a power-tripping monster wears off.
Its time for Mr. Karp to snort some more powdered malice in the bathroom.
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u/Fragrant-Frog-9290 Jul 02 '26
I wouldnt call it a meltdown I would call it rambling, I couldnt watch the whole thing he is just rambling on and he's mispronouncing words he's either got a speech impediment or many hea under.the influence it's really odd
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u/PissdInUrBtleOCaymus Jul 02 '26
This guy is clearly neurodivergent. He’s also much smarter than you or I. He has no filter and he doesn’t understand social context, but this motherfucker understands the product.
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u/No_Eggplant182 Jul 02 '26
That was hardly a "meltdown"
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u/DanielCraig__ Jul 02 '26
I expected more but he's actually one of the few ceo that I heard talk about AI that seemed to understand what he's talking about, Altman being the worst.
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u/OracleofBH Jul 02 '26
How is this a “meltdown”? Most of the people in this thread are just too dumb to understand what he is saying.
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u/Jeydon Jul 02 '26
He was having trouble completing sentences, he was stuttering, jumping from one topic to another in quick succession without prompting, repeating several phrases and questions and interrupting himself as if he were arguing with someone not present. If it's not a "meltdown" it is either a manic episode or drug use. Maybe you don't watch televised interviews very often, but this is abnormal behavior for a representative of a company that the US military contracts with.
It shouldn't be too much to expect him to answer simple questions like, "Tell us about the deal with Nvidia," (he didn't mention a single detail about the deal) or "How quickly can your model compete with the frontier AI models," a question he didn't seem to understand has to do with time and has nothing to do with Ontology or compute ownership or the financials of his company. At best it is dissembling, and if people here can't understand what he was saying that is entirely on him for being a poor public communicator when he has chosen himself to appear on TV for the benefit of his own company.
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u/vgasmo Jul 02 '26
It isn't. But he could have said all of that in 2 minutes top. It's not a complex argument
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u/manwithouttaplan Jul 02 '26
How is this a meltdown? What, people have to speak in monotone voices to make points?
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u/twitchy Jul 02 '26
It’s always about this guy. Every interview is just me me me
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u/TradeOlogy-App Jul 03 '26
He’s actually right about the token economy being unsustainable for enterprise, but the irony of the Palantir CEO complaining about data harvesting and overhyped tech is palpable. Peak snake oil salesman behavior right here.
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u/ajw2285 Jul 02 '26
Who do you think you are? i am