Seema Mody

.@chamath says Palantir CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the only AI leaders speaking the truth: “You can look at a graph of the financing needs of these companies and pinpoint when they oscillate between 2 messages.” “1. We’ve created a super god and the VCs are like lemmings and need to be on the right side of the super god.” “2. This is a complete weapon, let’s shut the world down and regulate everything.” “The problem is, at a trillion dollar market cap, that game has ripple effects that touch everybody in the industry.” “What Alex Karp did—he deserves a medal.” “This is an incredible human being that had the courage to come here, everybody watched that clip, all these S&P500 CEOs called me after that clip asking, ‘Help me interpret this.’” “I’ll tell you—he was on the right side of history.” “What he’s showing you is—you need to have a much more predictable way of running your business. Because if you’re bending to the vicissitudes of private company funding cycles, or their desire to need to live up to trillion-dollar valuations, you’re taking a level of risk you didn’t know you were taking.” “The LLMs do a very good job at a superficial form of privacy called ‘Zero Data Retention or ZDR.’” “They say, ‘Enable this and everything is hunky dory.’” “When you look at the fine print, if he uploads the secret formula for KFC into the model, that part is ZDR’d. But if he just clicks the like button, is there any guarantee that info is not stored? The honest answer technically, is no, because we don’t know how to do that.” “When Alex came on… at no point did Anthropic say, ‘He’s got it totally wrong, here’s the exact technical details, there’s nothing to see here.’” “I thought to myself, why wouldn’t you, the minute after that clip started to go viral, be completely specific and repudiate the claim.” “The reason, we all know, is because it’s the true version.” Via @CNBC

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