Tech Reporter @CNBC. Beats: AI, software & industrials. Tracks global affairs. Life Member @CFR_org. Pratham board member. Posts are my own. Born USA.
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Another brutal M&A. Miro, founded in 2011 and valued at $17.5B 4yrs ago, is getting acquired by Bending Spoons, founded 2013, at ~2.3x ARR.
After Airtable, another unfortunate victim of the SaaS bust at ~10x down from peak. It raised $476M only to be sold for $1.355B EV ($1.79B equity value), clearing its preference stack.
Any employees who joined 2021 onwards are likely underwater on their options in the company.
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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…
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Seema Mody retweeted
🚨 a pretty good exclusive interview between CNBC Seema Mody @seemacnbc and Palantir CEO Alex Karp @PalantirTech @PLTRs_Palantir and in conversations about Artificial Intelligence
What are your thoughts 💭 please comment below 👇
In our exclusive interview, Palantir CEO Alex Karp escalates his attack on frontier AI labs, accusing them of risking enterprise IP. @CNBC $PLTR
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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…
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Palantir CEO Alex Karp RIPS into Anthropic’s Dario Amodei and OpenAI’s Sam Altman for making customers pay while transferring all the alpha in their business to them:
" All I did is put out facts. There's been no response to these facts."
" I've spent a lot of time with Dario and the EA crew. They want to tell you we have to march into a future where we own nothing, where our businesses aren't profitable, where none of us have jobs, and where our adversaries win."
"What if I charged you a million dollars and you found out I migrated your whole bank account into my bank account?"
" First of all, they don't create a lot of value. Second of all, the value they create gets migrated to someone else. And they're all running around saying, 'No ontology, no love,' which is a saying from the '70s I had to look up."
" I've spent a lot of time with Dario. He's not the caricature people think. They have a philosophy. That philosophy is a very important philosophy, the determinant of philosophy in the tech scene over the last couple years, and that philosophy in its business practice basically says in simple terms—I own the future, therefore you should migrate the value of your business to me and be happy with the derivative of that that you sometimes get after a wealth tax."
"Palantir, we get paid a lot of money. Why do we get paid a lot of money? Because we create value for the customer first, and value that they keep."
Via @CNBC @seemacnbc
Palantir CEO Alex Karp RIPS into Anthropic’s Dario Amodei and OpenAI’s Sam Altman:
“We have people trying to drug addict us to a future they believe they control.”
“I've spent a lot of time with Dario… [Anthropic] wants to tell you—we have to march into a future where we own nothing, where our businesses aren't profitable, where none of us have jobs, and where our adversaries win.”
“Palantir and our allies are guiding into a future where you have growth and jobs.”
Via @CNBC
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$MSFT added $450 Billion in market cap yesterday, the largest single-day value add in history - OPCO
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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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Seema Mody retweeted
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…
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Seema Mody retweeted
Chamath on Dario’s inability to refute Alex Karp’s claims:
“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.”
…. woah
.@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
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Seema Mody retweeted
On @SquawkStreet, I shared how we're approaching the next chapter at Match Group: reducing the pressure of dating, building products Gen Z actually wants, and returning Tinder to growth. cnbc.com/video/2026/07/09/ma…
Thanks for having me on @carlquintanilla, @seemacnbc, @davidfaber!
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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.
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Seema Mody retweeted
Epic interview. Worth multiple viewings to digest it all.
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
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Seema Mody retweeted
Alex Karp’s CNBC interview is going to be widely discussed and debated.
My initial take on it:
Some will call Alex’s comments self-serving but there is an underlying argument he makes which I think is worth taking seriously: AI has three layers. Compute. Model. Application.
He argues that critical infrastructure doesn’t run on a model alone, that it needs an application layer sitting on top.
I think he’s right about the stack. I made a version of this argument in my recent letter to TechM’s shareholders this year: AI is like today’s smartphone: remarkable technology, but indispensable only because of the apps and experiences built on top of it. The ecosystem determines who creates lasting value, not the chip or the model underneath.
To be clear, I still believe India should pursue sovereign frontier model development. But if Karp’s hypothesis is right, and the model layer is commoditising, then the verticalization of the compute, models and applications needs to happen at the same time.
For AI services, from his arguments, it appears the more durable commercial and strategic edge is the application layer: model-agnostic, built on whichever open model fits best, carrying decades of enterprise workflow knowledge that no model provider owns.
As Karp says, the application layer “takes a large language model & makes it safe and precise…Everyone gets to ask the basic questions: who owns the data, where is it cashed, are the prompts secure, is this being transferred to you?” And “critical infrastructure does not run these models without an application layer.”
And this criticality is where the stakes are highest: defence, classified programs, regulated industries, where control over data, auditability and governance is non-negotiable, whichever model happens to sit underneath.
The application also has to enable business enterprises to preserve their ‘alpha.’
That’s where I truly believe AI service companies have the edge. Not necessarily in owning the model, but in owning what sits above it.
I’m keen to hear other reactions to his interview…
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Seema Mody retweeted
Karp’s comments highlight even more reasons why enterprises will increasingly feel pressure to move away from the big labs.
He’s saying the labs will eat your IP and charge you to do it. And use it to train their next models. And you’ll get nothing defensible in return.
All of this adds even more fuel to the transition to the Rebel Alliance stack, enabling enterprises to both save money and control their own destiny.
Aaron Rupar
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Seema Mody retweeted
Every CEO should watch this video on risks of losing their inventions and business processes to frontier models. Alex Karp is saying out loud what few will say. Yes, Palantir benefits from this, but seeing @AnthropicAI behavior, seems legit to me.
Mike
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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…
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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
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