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Software companies and their shareholders have watched the recent growth of Anthropic and OpenAI with unease. But the mood is shifting as customers complain about AI costs, and the old guard smells blood in the water. Last week, Palantir CEO Alex Karp and his lieutenants told his customers at an event outside San Francisco that they’re foolish to do business directly with AI firms rather than with intermediaries like his firm, which he says can help them run AI more effectively. “You‘ll go to a large language model company and learn that they don’t care about you at all,” he said. “You‘re gonna go home feeling poorer and less safe, and you buy the product, and you’re gonna pay a lot in tokens, and it's gonna be very hard to understand how it helps you.” (Spokespeople for Anthropic and OpenAI did not provide a response.)
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