---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42366297.md"
description: "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)"
datetime: "2026-07-02T03:53:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42366297.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42366297.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42366297.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# This article released by PLTR corresponds to Karp'…


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## Comments (16)

- **jiafei纪律按系统执行 · 2026-07-02T14:58:26.000Z · 👍 2**: To be honest, from a business operation perspective, private deployment has always been the mainstream. Although there's suspicion of bias, providing private data to closed-source AI for training—not to mention data privacy issues—all data has a price. I provide you with data for training, and the r
  - **jiafei纪律按系统执行** (2026-07-02T14:59:56.000Z): Because I used to work for a Fortune 500 company, which was very concerned about data leakage, I agree with this CEO and Microsoft's stance.
- **Nick Ning · 2026-07-02T11:37:53.000Z**: I have reservations about this theory.Larry Ellison also said something similar before, talking about how valuable private databases are, how general AI can't access them, so hosting these databases makes Oracle great.From my perspective, it's all about positions determining statements. They first p
- **在微软等半导体暴跌 · 2026-07-02T04:09:19.000Z**: The data is in my hands, so do I just use whichever model is cheaper?
  - **lyhalfway** (2026-07-02T04:12:55.000Z): Data, scenarios, and knowledge accumulation must be kept in our own hands and cannot be hijacked by model vendors.
  - **lyhalfway** (2026-07-02T04:13:41.000Z): That is the Loop engineering mentioned by Nadella before
  - **交易员阿瓜** (2026-07-02T06:38:43.000Z): Is storage capacity maxed out?
- **ONE-6.12 · 2026-07-02T04:00:21.000Z · 👍 1**: Bro, is this a sign that PLTR is welcoming the spring? 😂
  - **lyhalfway** (2026-07-02T04:03:48.000Z): There's only so much hot money in the market. For a real reversal and uptrend to happen, it can only be a case of 'one whale falls and all things rise'.👻
  - **不断学习，不断进步。** (2026-07-02T04:22:35.000Z): Does it mean we have to wait for the hot money in hardware like semiconductors and optical modules to flow out?
  - **ONE-6.12** (2026-07-02T04:24:24.000Z): Then we can only wait for the storage hype to die down🥹