TLDR: On July 1, CEO Alex Karp went on CNBC to discuss Palantir’s expanded Nvidia partnership and delivered a nineteen-minute broadside against OpenAI and Anthropic: enterprises are “livid” because they are paying for “tokens that create no value” while the labs harvest their data and alpha. Karp is right that enterprises are frustrated with exploding token costs and frontier labs capturing too much value/control. But he is wrong that Palantir’s platform (Ontology + Nemotron) is the necessary cure that makes agents “safe, useful, and precise”. Those properties come from the specification and verification core, which Palantir has a strong version of, but does not own. Open weights are not the frontier. The labs are already moving inside customer perimeters. Therefore, Palantir is half right on the diagnosis but overclaims on the prescription.