Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic
Palantir CEO Alex Karp criticized OpenAI and Anthropic’s token-based pricing models, arguing enterprises pay for AI tokens that generate no value and risk exposing proprietary data without clear returns. Palantir’s stock surged over 400% in a year but faces pressure from potential AI pricing compression amid looming computing capacity. Analysts, including one who predicted NVIDIA’s rise, excluded Palantir from their top AI stock picks.
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Karp’s critique of OpenAI/Anthropic pricing is self-serving: Palantir profits from fixed-consulting models that bundle AI use-cases, so it has incentive to frame per-token pricing as wasteful while downplaying its own opacity on cost-to-value. Yet the underlying risk—enterprise AI bills ballooning without measurable ROI—is real; value-capture will likely shift to firms that can transparently map token spend to specific business outcomes, regardless of who sells the compute.