Palantir CEO Alex Karp criticizes Anthropic and OpenAI as value-less, but analysis shows his fears may be misplaced
By
Jeremy Kahn
Summary
Fortune's Eye on AI newsletter announces the launch of Fortune AI Weekly, a new vodcast co-hosted by the author and Bea Nolan. The article also covers Palantir CEO Alex Karp's critical views on frontier AI companies like Anthropic and OpenAI, where he argues they deliver no value and 'steal alpha.' The piece analyzes Karp's claims, finding them mostly wrong while acknowledging that Palantir faces real competitive threats from these AI companies despite Karp's dismissive stance.
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Key quotes
· 3 pulledWe're launching a brand new vodcast called Fortune AI Weekly, which I'm co-hosting with Bea Nolan.
The Palantir CEO says frontier AI companies deliver no value and 'steal alpha.' He's mostly wrong.
You can think of it a bit as an extension of what we do here at Eye on AI—bringing you our thoughts on the biggest AI news of the week.
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