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Alex Karp

Palantir
First call on the ledger

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Where they stand

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BearishThe AI Trade 2026-07-20
Archival viral clip replayed inside the Taylor segment (original air date not stated on this tape). Fuller clip: enterprise customers 'are livid... I am paying for tokens that create no value. These people are stealing the weights and the alpha of my business' (@41:05-41:13). 'over sailed' = 'oversold' garble.
“And the reason for it is because these models have been completely over, irresponsibly over sailed and the sale is it's dangerous for everyone”
Alex Karp · Palantir · CNBC ↗
Nasdaq since this was said: ▲ +2.2% · 25,508 → 26,082 · as of 2026-09-10
NeutralThe AI Trade 2026-07-03
“Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane” - on model weights and the Department of War
Nasdaq since this was said: ▲ +1.0% · 25,833 → 26,082 · as of 2026-09-10

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