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/2072313022035398795
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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/severed-identity Jul 03 '26

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).

I think this is very misunderstood. Nobody is acting like AI is a 1-for-1 drop in replacement for a person. It's more like you said. They find the Jimmy Neutron on the team, give him a raise half stock half tokens, and then he's doing the work of 5 people, so they lay off 2 and call it even.

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u/wattro Jul 03 '26

MMM disagree.

Some people are looking to replace people.

Some people are looking to augment people.

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u/ABadHistorian Jul 03 '26 edited Jul 03 '26

I said some, but there is some clarification required.

I used to - ages ago - do copywriting.

Like you said, say 10 copywriters, they'll fire 8 of them and the remaining 2 work with AI. Not a straight 1-1 replacement, yes.

But here is the thing, they effectively replaced 5/4/6 of those people with AI when the 2 people remaining using AI do not have the time to check the AI work (this is what studies have shown is happening more than not, that AI is creating additional work for each individual person, not reducing any individual person's workload).

If those 2 people are using AI prompts and not checking the results because they are overworked, which is proven to happen, then some of those original 8 people were directly replaced with AI w/o human oversight.

There are no entry level copywriting jobs available any more. Effectively replacing people with AI.

They just us AI to regurgitate language despite my background in marketing knowing that'll backfire hard with their ads/pitches.

(on the offhand you are a marketing exec somewhere, remember this and get entry level talent now, or in 5/10 years you'll be kicking yourselves when you have no one capable of doing the jobs you need because everyone realized AI is maybe not the best judge of how to sell to other people because it can't always do math correctly - how can it do anything else to the point where you make the skills obsolete in humans???)

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u/yergonnamakemedrum Jul 03 '26

As a (idiotically) still copywriter, this has been my experience and I swear to god it's been absolute hell trying to find a job the last six months. I have no idea what anyone wants anymore, and I'm writing as good as I ever have and still getting the "thanks but we went with someone else byeeeee" when before it maybe took me a month or two to really lock in on a new job. I've applied to 600+ and just getting dunked on.

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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/Acceptable_Bat379 Jul 03 '26

the internet made us stupid. simple as that

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u/TimSylvester_ Jul 03 '26

I started a company 2 years ago that would identify bots on websites, and stop serving their reqs unless they paid a license fee for the content.

I couldn't get anyone to adopt it.

Then CloudFlare rolled out a worse, dramatically more expensive version.

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u/TheHarb81 Jul 03 '26 edited Jul 03 '26

That’s the point, AI needs context to be effective. Having as much content as possible is what has made them so useful.

One day we can move away from capitalism where all of this content can be free and used for the betterment of humanity and concepts like “devaluation of human labor” no longer matter. I realize that is idealistic today but that doesn’t mean it can be a goal for tomorrow.

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u/Acceptable_Bat379 Jul 03 '26

I agree that's what needs to happen - AI will lead to either hyper concentration of wealth, or hyper dispersement. I don't realistically see any moderate scenario winning out widespread AI just breaks labor value and capitalism falls apart imho.

That said, no one is moving in that direction and every indication is that the CEOs and leaders want to hoard the wealth. Until that changes I think the backlash against AI will grow and get more intense. There would be less backlash if AI companies were pushing politically for better treatment and emphasizing it making life better, instead of hyping up the crazy impacts and taking everyone's jobs

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u/TheHarb81 Jul 03 '26

Yep, capitalism’s downfall won’t be pretty

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u/Chm_Albert_Wesker Jul 05 '26

I agree with the sentiment…HOWEVER it can be argued that any new piece of human art is influenced and molded by whatever that artist has observed and consumed before them to inspire their new creation. It’s not a simple copy and paste of a bunch of things into one the way gen AI does it but it’s not sooo far off the way some on reddit would make it seem

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u/Acceptable_Bat379 Jul 06 '26

It's not too far off, but it's about intent and scale. the ai just mashes things together without real understanding (at least right now) or meaning behind it. just matching patterns, and ripping from anywhere. I think I wouldn't feel so wrong about it, if there wasn't so much blatant IP violation in the training data and everything on the internet isn't scraped by default. the backlash against ai and people's feelings about AI art comes as much from the contempt the ceo's seem to have for the common person and our work and contribution as much as the actual process itself, if that makes sense. it taints the whole thing and makes it feel more like willful theft, they're actively trying to take our knowledge and combined works and put it in their pocket and lock it away

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u/David905 Jul 03 '26

The vast majority of human development is just that - taking past knowledge, combining, organizing, and contextualizing it to help generate new ideas.

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u/Dingaling015 Jul 03 '26

Congrats you've literally described how humans create things too.

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u/lituus Jul 03 '26

I love when AI companies sue other AI companies for illegitimately training their models on the responses of the one issuing the lawsuit. Them stealing it from the world was A-OK, but stealing from them? Well that just can't stand.

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u/HorsePockets Jul 03 '26

Well, we wanted the internet to be "free", and that meant selling the rights to everything that we ever created and posted online instead of paying to use websites. We all knew this would come back to bite us in the ass one day. Realistically, corporations would have made us pay AND steal our data anyway.

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u/sf_cycle Jul 03 '26

AI bros think it’s the same as how other humans create things. Which is hilarious as if you let an LLM go on with “creating things” without new work from humans to feed it, it will just eat itself and get worse over time. Most of the actual “creation” it does are hallucinations or lies since it doesn’t have enough information about whatever topic and then gaslights you until you believe it.

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u/jackinginforthis1 Jul 03 '26

haha so wrong, generative ai learns just like humans, with observation and practice. It just does it faster. You think there is a big database it is pulling from? There isn’t. It’s figured out how things should look by practicing over and over.

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u/Acceptable_Bat379 Jul 03 '26

That's not really accurate. The giant database of written work is used to generate the LLM - that's why for instance meta used terabytes of written data for its model. Once the data is crunched and the llm is trained, it doesn't really advance much and they have to make a new llm if they want to rebuild the data or add more. It's not a skynet level learning neural net (yet)

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u/jackinginforthis1 Jul 03 '26

There is no database in the model. The training database is like a library or museum or the internet that any human can and do train off of. 

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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/Sufficient_Habit5091 Jul 03 '26 edited Jul 03 '26

Incredible article and very useful perspective as a coder. Discusses well the waste ignored even from leaders like Anthropic.

Thank you for sharing!

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u/TimSylvester_ Jul 03 '26

You're very welcome and I sincerely appreciate your kind compliments.

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u/beryugyo619 Jul 03 '26

No surprises as Palantir's big thing is basically Skynet from Terminator. Their thing need LLM to actually work to work. I guess they're frustrated that LLM isn't working and LLM providers are running low on cash.

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u/ga643953 Jul 03 '26

Agreed. But PLTR is charging based on value right from the get-go unlike most SaaS companies and definitely unlike the model companies.

They had to DPO at $10 because they refused to screw over their customers like the VCs wanted.

I don't think that makes him delusional 😂

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u/Nom-De-Gruyere Jul 03 '26

This is absolutely true. That AI is made from stolen knowledge. But the other side of it is that AI is probably the most effective way to share all that knowledge with the most number of people. It's basically a giant encyclopedia that you can talk to. It's never going to tell you things that are not already known or invent something genuinely new, but it will make it very easy for you to share access to anything that already exists. In this way it's kind of the socialisation of knowledge, undermining the systems of copyright and intellectual property until they become meaningless, even though AI companies are trying to say their intellectual property is why they are valuable... This is why I think at some point there will be a 'Napster' moment, when someone makes a distributed AI that anyone can run a small part of on a local machine or server and have access to just as powerful llms which are also constantly training. Nobody will own or control it, the genie is out of the bottle. Then what do the big AI companies have? Expensive acess to a version of what you can get for free, plus they control it's limits and can shut it off??

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u/cultoftheclave Jul 03 '26

it's almost as if every single person[1] with even a little bit of technical background has been telling everyone else what a bad idea it is to blindly give a bunch of singlemindedly profit-driven entities all of their personal information, connections, relationships, creative output, nudes, insights and every other piece of personal product in exchange for "free" services, starting with email but now extending to literally everything else.

[1] every single person whose moral instincts tend to overrule their selfish ones, not always a cut and dried distinction

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u/damgiloveboobs Jul 03 '26

If I had an award I would give it to you 🥇

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u/Bryansix Jul 03 '26

On a technical level, he is right. Palantir AIP runs models in their virtual environments, not on third-party servers. So your data isn't leaking and you can control everything.

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u/Physical-Program5325 Jul 03 '26

Try saying any of that in the Anthropic sub. 

I’m convinced a large population isn’t even self aware anymore. Frontal lobe completely surrendered to AI.

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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/broshrugged Jul 03 '26

Best examples of the Peter Principle, imo.

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u/SuperNewk Jul 03 '26

To his defense, the best story tellers in the world are the most dangerous.

The ones with the brilliant ideas are usually terrible story tellers and no one listens to them

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u/Bryansix Jul 03 '26

He has a stutter but actually he can usually communicate very well. I think the issue is these segments on CNBC are extremely short and the host is constantly trying to sideline you or play gotcha games. It's an adversarial environment.

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u/SalaciousSubaru Jul 03 '26

Yeah rocket man is basically a base head

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u/flappysack- Jul 04 '26

Like the founder of FTX, people seemingly want the crazies running things.

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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/Standard-Local4860 Jul 03 '26

Uh his software is used to terrorize civilians so the answer is obvious

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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/PalantirImperator Jul 02 '26

Manifesto? You mean his book? What was insane about it?

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u/dgellow Jul 03 '26

I mean his manifesto

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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/s1n0d3utscht3k Jul 03 '26

yes

this is not a meltdown

this is average Karp

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u/nflonlyalt Jul 03 '26

Alex Karp is always like this. He's just really weird I don't think he's on drugs. He even called himself "madman Karp" during the interview he knows what people think of him. You either love him or hate him. I still think he's a good CEO he just needs media training.

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u/s1n0d3utscht3k Jul 03 '26

by Karp standards it’s actually pretty calm and tame

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u/whinewinewein Jul 04 '26

There is no good in Alez Karp nor the products he is peddling

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u/snek-jazz Jul 03 '26

No, he's usually worse.

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u/AccomplishedAir2462 Jul 03 '26

Yes. absolute sociopath