Jul. 3 at 9:29 PM
$GOOG $MSFT $PLTR $QQQ The way I see it (and I may be wrong) is it doesn’t hurt their business, it helps it, by highlighting that you can’t use any LLM safely in any critical industry or use case, without a strong application layer protecting you. To me this has been one of the key points all along, and Karp is just tired that people still don’t get it so he’s stopped being coy and is just calling out the big dogs and all their nonsense. No matter who wins the LLM race, Palantir will win at their level. They can work with any LLM, and now with Evolve they can even flip between them task by task for best efficiency. When the LLMs have finished their race to the bottom and become a commodity, and for that matter on the way down, Palantir will happily and effectively use whatever LLM their client wants to use. If I’m wrong, tune me up.
