This article released by PLTR corresponds to Karp's recent interview on CNBC, expressing a similar viewpoint to the lengthy piece by Microsoft's Nadella earlier.
In the AI era, the core assets of an institution are data retention + weights/institutional knowledge + autonomous architecture; selling AI by token is hollowing out the customer.
Institutions must keep data, weights (institutional knowledge sedimented within the model), and decision-making power in their own hands; ceding sovereignty means giving up future options and alpha.
This is also PLTR's product philosophy: whose hands the data is in → who sediments the weights/knowledge → can the model be swapped without losing institutional memory → to whom does the value compound.
$Palantir Tech(PLTR.US)
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