In our interview, Karp warned that AI’s future is already here, and unless society confronts the growing economic inequality of AI-driven wealth concentration, the resulting divide could become a serious threat to American society.
Karp: "I'm in therapy about this" $PLTR
Here's what Palantir CEO Alex Karp told me about whether he thinks the frontier AI labs still need to consider nationalizing their biz...$PLTR
Palantir delivers a 148% jump in Q3 commercial revenue. When I asked Palantir CEO Dave Glazer about whether a stock split or buyback could be in the cards, he said: "We're so busy executing..." $PLTR
Altman adds: "But I I find myself shocked at just how many vulnerabilities these AI systems are finding and what it's going to take. Just the incredible the Herculean effort that it's going to take to get ahead of this." #aiworld
OpenAI CEO Sam Altman just now at #AIWorld: "If I could recommend like only one thing to a company right now to do with AI in the very short term, even more than like become super productive with codex, it would be to really understand the security threat landscape."
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OpenAI CEO Sam Altman just now at #AIWorld: "If I could recommend like only one thing to a company right now to do with AI in the very short term, even more than like become super productive with codex, it would be to really understand the security threat landscape."
LIVE AT AI WORLDO: Oracle brings Google TPUs, OpenAI Jalapeno and Cerebras chip to Oracle Cloud Infrastructure. Oracle cloud infrastructure president Mahesh Thiagarajan tells me customers (like OpenAI) want more options as chips remain scarce.
My story: cnbc.com/2026/10/27/oracle-o…
SpaceX's latest borrowing spree
-$40b in the debt market to fund the purchase of Nvidia GPUs, per a source familiar
-Apollo Capital + banks to play a role in facilitating the debt deal
-talks are still in early stages, deal size yet to be finalized cnbc.com/video/2026/10/07/sp…
$SPCX
We still need humans
"We all need to wake up to the fact that we need to change the design of compute and how compute is running these models, so we actually have a shot at deploying a security core, a piece of compute that is dedicated to just making sure that whatever runs on the compute layer is doing what humans want it to do."
Our CEO Tomer Weingarten joined @SeemaCNBC and @carlquintanilla on @CNBC @SquawkStreet to discuss escaping AI agents and calls for AI regulations.
Catch the interview here 👇 cnbc.com/video/2026/08/07/se…
In our exclusive interview, Palantir CEO Alex Karp escalates his attack on frontier AI labs, accusing them of risking enterprise IP. @CNBC $PLTR
Palantir's Karp renews attacks on frontier AI labs that are 'trying to drug addict us' cnbc.com/2026/08/03/palantir…
$MSFT added $450 Billion in market cap yesterday, the largest single-day value add in history - OPCO
Exciting day at the @NYSE as we await Jersey Mikes' first trade. Plus, @EliManning weighing in on the upcoming @NFL season
More action on the floor as investors await @jerseymikes's first trade - founder Peter Cancro, and spokespersons @DannyDeVito and @EliManning on the company's NYSE debut:
cnbc.com/video/2026/07/30/da…
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My convo w/ GE Vernova CEO Scott Strazik:
-gas power remains critical driver of AI hyperscaler demand
-expects power parts to cost more amid ongoing inflationary environment
-having "productive conversations" with Secy Wright and Saudis on #nuclear $GEV
cnbc.com/video/2026/07/22/ge…
Great convo w/ @nikesharora and his reaction to #OpenAI's 5.6 model being 54% more token efficient. "it's a good start...we probably need another turn at it. But if you can get token efficiency from where it has been to about 1/5 to 1/8 that's a good place to be in the next 12m"
Todays tweet substituted by a CNBC clip.
1. Don't over index on picking winners. Focus on how to deliver value to the enterprise.
2. Different horses for different courses I still want frontier LLM for drug discovery and cures. Maybe a task model to deflect customer service calls.
3. There is a constant funding gap till cash from ebitda and capex cross over, how much capacity does the market have, and who will it fund will be the uncertainty ahead, but winners and hyperscalers will continue to be funded.
4. There is infinite demand for AI. Which is always the holy grail, with infinite demand "if you build it they will come".
5. The orchestration layer will be built, there are many efforts out there - don't fall into the DIY trap, see how the market evolves, in the meantime focus on building your tribal knowledge and context which are specific to your business.
Karp tells us CEOs are frustrated by the cost of AI tokens and the inability to keep their data in-house, creating the risk that frontier AI labs could ultimately replicate their businesses. His solution: an American-built, secure, open-source model $pltr
cnbc.com/2026/07/01/palantir…
A pleasure to have Palantir CEO Alex Karp join us on @SquawkCNBC this morning. He did not hold back.
"“Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane.” $PLTR
I've been shouting about this for over a year….
The Frontier models need to win the application layer and they're going to do that by giving free tokens to startups and discounted ones to large companies in order to steal their IP, innovations, and businesses
The only way to fight this is to use open source software
We're hearing from two sources that Spacex's inclusion into the Nasdaq 100 could be announced as early as tonight $SPCX $QQQ $NDAQ
Full story here on what could mean for the stock:
cnbc.com/video/2026/06/26/th…
SpaceX raises $25 billion in debt sale less than two weeks after IPO cnbc.com/2026/06/23/spacex-d…
