Z. 🚀

Ohhhh Hess scared!!! $PLTR was never an ai company. Where’s the spending into the infrastructure? He’s got caught off guard on being a basic LLM model and he’s days are numbered. Enterprise is moving away from that to actually value creation models even with expensive tokens

This is by far one of the most important things I’ve watched in 2026.

OpenAI’s “The Deployment Company” is stealing clients’ IP and selling it to their competitors. This used to be a conspiracy theory. It’s not anymore. Watch this clip of OpenAI’s Head of Forward Deployed Engineering (speaking at South Park Commons). He says it directly: FDE service revenue doesn’t matter to OpenAI. Only Recurring Revenue from product does. To turn FDE engagement into product, OpenAI needs three things: 1. Subject matter expertise 2. Context to train on 3. Engineering And clients are paying OpenAI for them to get all three. OpenAI’s FDE clients don’t matter to them. They’re just a data source. Indie FDE agencies, on the other hand, obsess over clients because that is their business model. There isn’t a backend offer. Indie FDE agencies make money from happy clients. The Deployment Company makes money when shoplift clients’ data. Incentives matter. Hire Indie FDEs.

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company. Within two minutes, Alex Karp took the entire frontier AI industry apart on national television. His exact words: "Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business." He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription. Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer: "If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?" That question breaks the industry. If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens. Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling. Karp went even further... He called the entire arrangement "a wealth tax that does not help the poor. It just punishes." American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors. And the part the AI industry does not want anyone thinking about: Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them. The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing." He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows. The entire AI industry has been priced for perfection on one assumption: That frontier labs produce durable, defensible value that justifies infinite compute spend. But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse. The moment enterprises stop believing, the whole valuation stack shakes.

When and how I’ll build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% I’ll then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter