🚨 Alex Karp, CEO of @PalantirTech, issues a thinly veiled warning about an AI bubble. On CNBC, he spent nearly twenty minutes dismantling the business models of OpenAI, Anthropic, and major AI labs. He argues that charging enterprises per token is equivalent to imposing a “wealth tax” without delivering any strategic benefit in return. He reports that his own clients are “furious.” At the core of his critique is financial: if these models truly generated value, their pricing should be tied to client gains—not mere consumption. Yet, valuations for OpenAI, Anthropic, and Nvidia are hitting record highs based on unproven returns on investment. Meanwhile, Palantir is strengthening its partnership with Nvidia and promoting its vision of “AI sovereignty,” where every enterprise retains full control over its data and models.