CNBC's interview with Palantir CEO Alex Karp June 10th 2026 (1080p HD)

Palantir and the Iran war

00:00S WORDS, DEFENSE CONTRACTORS, COMPANIES WITH EXPOSURE TO THE WAR HAVE BEEN IN FOCUS SINCE THE CONFLICT BROKE OUT, INCLUDING PALANTIR, WHICH HAS A MULTIBILLION DOLLAR CONTRACT WITH THE ARMY. SARA EISEN JOINS US THIS MORNING WITH PALANTIR CO-FOUNDER AND CEO ALEX KARP. MORNING, SARA. >> GOOD MORNING, CARL. IT'S GOOD TO SEE YOU. YES, I AM HERE AT PALANTIR WITH THE FOUNDER AND CEO ALEX KARP. IT'S GOOD TO HAVE YOU. GOOD TO SPEAK WITH YOU. >> VERY NICE TO BE HERE. >> AND CARL WAS JUST TALKING ABOUT THE IRAN WAR RISK, WHICH IS INFLUENCING THE MARKET TODAY, AND THE FACT THAT WE HAVEN'T GOTTEN A DEAL YET. I KNOW THAT YOU ARE HEAVILY INVOLVED. AI OPERATING SYSTEM FOR THE MILITARY. WHAT IS YOUR VIEW ON ON WHERE THE WAR GOES FROM HERE?

00:41>> WELL, FIRST OF ALL, YOU KNOW, AT PALANTIR, YOU KNOW, PEOPLE CURRENTLY ARE FOCUSING A LOT ON OUR COMMERCIAL BUSINESS AND THERE'S A LOT OF INTERESTING THINGS THERE. BUT ONCE A WAR ZONES HEAT UP ANYWHERE IN THE ALLIED WORLD, THE PALANTIR MAY EVEN PLATFORM, WHICH TAKES VERY VALUABLE LLMS AND MAKES THEM ACTUALLY LETHAL AND USEFUL ON THE BATTLEFIELD, COME INTO ACTION. AND THEN THE PRIMARY FOCUS OF OUR WHOLE COMPANY IS BRINGING OUR AMERICAN WARFIGHTERS HOME SAFELY, MEANING THAT WHEN WE ENGAGE, THAT THEY ENGAGE IN A WAY THAT GIVES THEM A MASSIVELY UNFAIR ADVANTAGE, SCARES OUR ADVERSARIES, AND MAKES SURE THAT WHEN THEY'RE IN ACTION, THEY HAVE A THE BEST HUMANLY AND INHUMANLY POSSIBLE CHANCES OF COMING HOME SAFE AND WITHOUT

01:31INJURY. AND SO THE WHOLE COMPANY REALLY JUST FOCUSES ON THE OPERATIONS OF THAT. AND OBVIOUSLY, THESE THINGS BEGIN WELL BEFORE THE PUBLIC SEES. AND WE HAVE A WIDE SWATH OF OF PALANTIR WORKING ON VARIOUS PLATFORMS, PARTICULARLY THE MAVEN PLATFORM. AND THEN THERE ARE A LOT OF THINGS THAT ARE IN THE PUBLIC SPACE. SO MAVEN HAS BEEN KIND OF DISCUSSED AND KIND OF OLDER VERSIONS OF MAVEN HAVE BEEN SHOWN IN PUBLIC, BUT I THINK THE AMERICAN PEOPLE WOULD BE VERY POSITIVELY SURPRISED BY THE ADVANCES IN TECHNOLOGY THAT REALLY ONLY AMERICA HAS. >> WITHOUT GIVING AWAY TOO MANY SECRETS, LIKE CAN YOU JUST EXPLAIN WHAT EDGE THAT IS THAT YOU GIVE OUR WARFIGHTERS? >> WELL, FIRST OF ALL, THERE ARE REALLY TWO THINGS. EVERY

The battlefield edge and Maven

02:16EVERY MILITARY FORCE IN THE WORLD. SO YOU SEE THIS ON THE BATTLEFIELD IN UKRAINE. LIKE ONE OF THE BIG ISSUES THE RUSSIANS HAD IS HOW DO YOU TRANSFORM YOUR OPERATIONS INTO A MODERN OPERATION? AND IF YOU TAKE COMPONENTS OF MAVEN, THERE'S BASICALLY INFRASTRUCTURE WHICH ALLOWS YOU TO TAKE OLDER SYSTEMS AND MAKE THEM NEWER SYSTEMS. AND THEN SO THAT ALLOWS YOU TO, TO HAVE A COMPLETELY INTEGRATED BATTLESPACE, WHICH IS SUPER HARD BECAUSE OF SECURITY CLEARANCE DATA SOURCES. YOU CAN THINK OF IT AS INFANT DATA, WITH WHICH SOME OF WHICH IS VERY SENSITIVE, SOME OF WHICH NO ONE ELSE CAN SEE, SOME OF WHICH EVERYONE HAS TO SEE. YOU HAVE ALLIES WORKING ON IT. HOW DO YOU GET THAT INTO ONE PANE OF GLASS WITH THE SECURITY? HOW

02:55DO YOU THEN USE ADVANCES IN AI AND MACHINE LEARNING TO ENHANCE THAT WHILE MAKING THOSE DECISIONS? NOT LIKE WHAT'S PROVERBIALLY CALLED LOOSE AI CODE? THAT'S JUST NOT USEFUL. LIKE NONE OF THESE THINGS ACTUALLY ARE USED ANYWHERE ON THE BATTLEFIELD. SO HOW DO YOU ENHANCE YOUR ABILITY TO SEE THINGS? HOW DO YOU ENHANCE YOUR ABILITY TO GO THROUGH VERY COMPLEX SYSTEMS? SO LIKE, FOR EXAMPLE, IN UKRAINE, IT'S NOT JUST GETTING THE DRONE TO THE END POINT. IT'S GOING THROUGH ADVANCED RADAR SYSTEMS. AND THEN VIS A VIS IRAN, IT'S 100 TIMES MORE COMPLICATED BECAUSE THEY HAVE, YOU KNOW, IT'S LIKE YOU LOOK AT AMERICAN PERFORMANCE, WHICH HAS BEEN, YOU KNOW, THANKS TO THE BRAVERY OF AMERICANS AND THE INGENUITY. AND I WOULD LIKE TO BELIEVE OUR

03:32TECH VERY FEW LOSSES ON OUR SIDE, VERY PRECISE, VERY CONTROLLED. AND THEN IN A COMPLETE ABILITY. YOU SAW THIS IN VENEZUELA TO DISMANTLE THESE THINGS. AND SO BECAUSE THE DISMANTLING IS HAPPENING, WE UNDERESTIMATE THE COMPLEXITY THAT IT TOOK TO DO THAT. IT WAS NOT POSSIBLE TO DO THESE THINGS TWO YEARS AGO, THREE YEARS AGO. AND NOW AMERICA CAN, CAN, CAN REALLY DO THIS WITH GREAT PRECISION AND WITH VERY LOW COST TO, TO US IN TERMS OF LIVES AND. >> CASUALTIES, IS THAT OPENING UP NEW BUSINESS IN DIFFERENT REGIONS FOR YOU, THE SUCCESS OF WHAT YOU'RE SEEING IN THE MIDDLE. >> EAST, THE ONE OF THE MANY SECRETS OF PALANTIR PEOPLE TALK ABOUT OUR FORWARD DEPLOYED ENGINEERS. THEY'RE TRYING TO COPY TALK ABOUT ONTOLOGY. THEY

Three kinds of software

04:10TRY TO COPY. >> TALK. >> TALK ABOUT, YOU KNOW, HOW SOFTWARE, IT'S LIKE SOFTWARE IS WORTHLESS, BUT EVERYONE'S TRYING TO COPY US. SO THAT'S OBVIOUSLY AT SOME POINTS OF SOFTWARE ARE NOT THAT VALUABLE, BUT SOME PARTS ARE CRUCIAL. WELL, THERE ARE THREE KINDS OF SOFTWARE, REALLY. THERE'S BASICALLY YOU CAN THINK OF INFRASTRUCTURE, WHICH IS LIKE HARD CODED THINGS WRITTEN INTO THE ENTERPRISE THAT HAVE TO BE MANAGED ON PREM OFTEN. SO YOU MAINTAIN THE SOVEREIGNTY OF YOUR OWN DATA THAT IS NOT VALUABLE, THAT IS EXCRUCIATINGLY VALUABLE. THEN YOU HAVE HOW DO YOU MANAGE THAT? SO LIKE ONTOLOGY, FOUNDRY AND OTHER THINGS, THOSE THINGS ARE ARE VERY VALUABLE AND DURABLE. THEN YOU HAVE PHDS AND LARGE LANGUAGE MODELS. MOST PHDS ARE

04:50JUST THROWING PEOPLE AT A PROBLEM THAT ANYONE ELSE CAN SOLVE. SO IF YOU CAN MANAGE SO THOSE SOME ARE VALUABLE, SOME ARE WORTHLESS. FREE CODE IS ESSENTIALLY VERY EASY. SO YOU HAVE VERY DIFFERENT. BUT IN ANY CASE, WHAT YOU SEE IN CRUCIAL SITUATIONS IN RUSSIA, IN THE MIDDLE EAST OR IN UKRAINE, MIDDLE EAST, WHERE YOU HAVE TO BRING HOME PEOPLE SAFELY AND WHERE YOUR ADVERSARY HAS TO BE DISMANTLED. AND THEN ADVERSARY, DON'T YOU KNOW, THE PERSIANS AND THE RUSSIANS AND THE AND THE CCP ARE EXCEEDINGLY TALENTED TECHNICAL PEOPLE IN VARIOUS DIFFERENT WAYS, WITH VERY UNIQUE AND HISTORICALLY VALUABLE WAYS OF FIGHTING. SO YOU'RE NOT GOING UP AGAINST AN ADVERSARY THAT'S JUST GOING TO LAY DOWN. WHEN YOU HAVE TO DO

05:32THAT, YOU HAVE TO BRING YOUR UNIQUE WAY OF DOING SOMETHING ENHANCED WITH THINGS NO ONE ELSE HAS. THOSE THINGS NOW ARE INFRASTRUCTURE, SOFTWARE, FOUNDRY, APOLLO, AND LARGE LANGUAGE MODELS THAT WE ARE PRODUCING MANAGED BY US. IT IS THE COMBINATION THAT IS LETHAL. BY THE WAY, YOU SEE THIS IN US COMMERCIAL. AND THE INTERESTING THING ABOUT WHAT'S GOING ON IN THE WORLD RIGHT NOW, SO DOMESTICALLY IS YOU HAVE ESSENTIALLY A REALLY IMPORTANT, UNIQUELY AMERICAN MOVEMENT CALLED FRONTIER LABS. THEY ARE. THE WAY WE THINK ABOUT THIS ACTUALLY IS JUST PHILOSOPHICALLY AND TECHNICALLY WRONG. PHILOSOPHICALLY, IT'S WRONG BECAUSE IT'S NOT DOOM OR VERSUS NOT DUMA. IT'S A HYPER RELIGION OF HYPER OPTIMISM. THEY BELIEVE ALL PROBLEMS

Frontier labs critique

06:18PLEASANT PEASANT, PRESENT, PAST AND FUTURE, INCLUDING THE ONES THEY CREATE AND DON'T ACKNOWLEDGE THEY CREATE, ARE GOING TO BE SOLVED BY THEM, INCLUDING HUMAN NATURE. DISPARITIES IN OKAY. AND THEN ON THE INFRASTRUCTURE SIDE, ENTERPRISES ARE JUST FED UP BECAUSE THEY KNOW THIS DOESN'T ACTUALLY WORK THIS WAY AND IT'S NOT WORKING. AND THAT BASICALLY IS DRIVES OUR COMMERCIAL BUSINESS ON THE ON THE GOVERNMENT SIDE, WE'RE, WE ARE SUPER PRO-AMERICAN, SUPER PRO-WEST. >> YOU'VE ALWAYS HAD THAT AND YOU'VE ALWAYS DONE THAT. I DO WONDER, THOUGH, HOW YOU PROTECT THE COMPANY FROM GETTING POLITICIZED. I MEAN, YOU'VE WORKED WITH ADMINISTRATIONS IN BOTH PARTIES BEFORE, BUT ESPECIALLY, YOU KNOW, WHEN IT COMES TO THIS WAR, WHICH IS

Politics, nationalization and progressivism

07:01UNPOPULAR AND THE DEMOCRATS HAVE BEEN FIGHTING IT. YOU KNOW, HOW DO YOU AVOID MAKING PALANTIR A TARGET IN THE MIDTERM ELECTIONS OR IN THE NEXT PRESIDENTIAL ELECTION? >> YOU KNOW, I DON'T WANT TO BE POSITIVELY OVERLY NAIVE. WE ARE TRYING I AM TRYING SOMETIMES WITH SUCCESS, SOMETIMES WITHOUT TO MOVE PEOPLE THAT THE THE AI, AI INFRASTRUCTURE REVOLUTION IS A UNIQUE OPPORTUNITY FOR AMERICA BECAUSE WE'VE DEVELOPED ALMOST ALL OF IT. FIRST, HOWEVER, IT CANNOT BE DISCUSSED IN BLUE RED TERMS LIKE. CURRENTLY, THE BIGGEST DANGER TO AMERICA IS, YOU KNOW, IT'S LIKE PEOPLE ARE LIKE, OH, THIS GUY AGREES WITH POLITICALLY. THEREFORE HE'S RIGHT. THIS WOMAN AGREES, DISAGREES WITH ME POLITICALLY. THEY'RE LIKE, THIS

07:43IS A MASSIVE, MASSIVE REVOLUTION AND THERE IS A DANGER. LOOK, I'VE BEEN RUNNING AROUND TELLING PEOPLE FOR THE LAST SIX MONTHS IN PRIVATE AND SOMEWHAT IN PUBLIC. >> THE NATIONALIZATION. >> THE NATIONALIZATION IS COMING. AND THE REASON WHY IT'S COMING IS YOU CAN'T DO A BLUE RED DEBATE. THIS IS A MASSIVE REVOLUTION AND IT'S GOING TO THERE'S OPPORTUNITIES ONLY AMERICA HAS, AND THERE ARE DANGERS IN THIS REVOLUTION. AND FOR EXAMPLE, I GOT IN TROUBLE FOR SAYING NOT SAYING WE WOULD HAVE A DRAFT. I WASN'T SAYING THAT. I WAS SAYING WE'RE IN. >> A PPL THINK YOU WERE ADVOCATING. >> A DRAFT. WELL, WHAT I WAS SAYING IS WE'RE IN A MASSIVE TIME OF DISLOCATION AND A DISLOCATION. WE HAVE TO FIND WAYS TO COME TOGETHER AS A

08:19CULTURE. AND WHILE IT IS THE CASE IN SILICON VALLEY THAT EVERYONE THINKS WE'RE GOING TO MAGICALLY LIKE EACH OTHER BECAUSE THERE'S ABUNDANCE AND NO ONE HAS A JOB UNLESS WE'RE ENDING HISTORY. IN FACT, IT'S ACTUALLY VERY MUCH THE OPPOSITE. WE'RE GOING TO HAVE MASSIVE RESOURCES, BUT THEY'RE GOING TO DISPROPORTIONATELY GO TO PEOPLE WHO ARE ALREADY WEALTHY. OKAY, THAT IS A POLITICAL PROBLEM. YOU CAN'T JUST SAY, OH, WE'RE ALL GOING TO HAVE MORE, THEREFORE WE'RE HAPPY. OKAY, WELL, YOU KNOW, WE'RE NOT AT THE END. >> WHAT SHOULD WHAT SHOULD THE INDUSTRY DO ABOUT IT? >> WE HAVE TO BE WE HAVE TO BE FRONTAL ABOUT. THERE ARE ISSUES THAT ARE REAL AND GETTING WORSE. LIKE WEALTH ACCUMULATION IS TOTALLY FINE. EVEN THOUGH I AM

08:56ACTUALLY A CARD CARRYING PROGRESSIVE, I DON'T THINK CARD CARRYING PROGRESSIVES HAVE ANYTHING. >> AGAINST A CARD CARRYING PROGRESSIVE. >> I KNOW THE QUESTION IS NOT WHETHER I'M PROGRESSIVE. IT'S. THE QUESTION IS WHETHER SOME PROGRESSIVES ARE PROGRESSIVE, I AM PROGRESSIVE, I WANT POOR PEOPLE TO HAVE BETTER LIFESTYLE, HIGHER STANDARD OF LIVING, ALL POOR PEOPLE. I GOT IN TROUBLE FOR MENTIONING THAT, YOU KNOW, 40, 37% OF OUR GDP, GDP IS FEMALE, 50% OF AMERICANS, 52, ROUGHLY, ARE FEMALE. THERE'S A DISLOCATION THERE. 67% OF PEOPLE WHO HAVE WHO HAVE GONE INTO GRADUATE SCHOOL ARE FEMALE. THESE PARTS OF THE MARKET ARE GOING TO BE PUT UNDER MASSIVE PRESSURE. IT DOESN'T HELP TO PRETEND WE'RE NOT GOING TO HAVE

09:37THESE PROBLEMS. IN FACT, THE PROGRESSIVE POSITION IS PROGRESSIVE BECAUSE YOU SPEAK ABOUT PROBLEMS LIKE, OKAY, SO WE HAVE WE CAN PROTECT OUR WORKFORCE. CAN WE PROTECT OUR WORKFORCE AND HAVE MIGRATION THE WAY WE USED TO? CAN WE PROTECT OUR WORKFORCE BY TEACHING PEOPLE THE SAME SKILLS WE USED TO IN THE PAST? YOU KNOW, WE HAVE A MASSIVE PROGRAM AT PALANTIR TO HELP NEURODIVERGENCE, NOT BECAUSE I'M PARTICULARLY A GOOD PERSON ON THAT SCORE. I MEAN, I AM DYSLEXIC AND SOME PEOPLE THINK I'M NEURODIVERGENT, BUT BECAUSE THOSE PEOPLE ARE PARTICULARLY VALUABLE FOR OUR ECONOMY AND WHAT MADE SOMEONE COME TO AMERICA FROM ALL OVER THE WORLD, THEY WERE NEURODIVERGENT. THEY'RE LIKE, IT'S NOT WORKING OUT FOR ME IN MY CULTURE. I GOT

10:13TO COME. >> SO THESE. >> BUT IN ANY CASE, YES, BUT BUT THE POINT IS WE HAVE TO SOMEHOW GET EVERYBODY AROUND PEOPLE WHO TOTALLY GET, YOU KNOW, IT'S LIKE WHEN BERNIE SANDERS SAYS, I'M GOING TO TAKE 50%. OKAY, YOU. >> THINK THAT'S ACTUALLY GOING TO HAPPEN? >> I GIVE YOU IF WE KEEP GOING, BERNIE SANDERS, YOU KNOW HOW PEOPLE DON'T THINK I'M PROGRESSIVE IN TWO YEARS? THEY'RE NOT GOING TO THINK BERNIE SANDERS IS PROGRESSIVE. THEY'RE GOING TO BE LIKE BERNIE SANDERS. YOU ONLY WANT 50%. WHAT IS THIS, 50%? >> YOU THINK WE'RE HEADED AS A COUNTRY? >> WE'RE ABSOLUTELY HEADED IN THAT DIRECTION. AND WE'RE HEADED IN THAT DIRECTION SIMPLY BECAUSE THE MOST IMPORTANT, LEAVING THE TECH ASIDE, WHICH IS ALSO DRIVING IT, THE MOST

Workforce dislocation and common purpose

10:54IMPORTANT POLITICAL DECISIONS IN THIS COUNTRY ARE GOING TO BE DRIVEN BY, DO YOU UNDERSTAND AI? DO YOU UNDERSTAND WHAT IT'S DOING? AND AS IMPORTANTLY, DO YOU ARE WE GOING TO TELL THE AMERICAN PEOPLE, DON'T BELIEVE YOUR LYING EYES, LIKE POLITICIANS IN THE PAST HAVE DONE THIS. IT DOES NOT WORK. THE AMERICAN PEOPLE ARE REALLY WONDERING WHAT IS GOING TO HAPPEN TO THEM. AND THE ANSWERS AREN'T ALL GOOD OR BAD, AND THEN THEY CAN'T. >> SEE MASS JOB LOSSES. >> IT'S IT'S IT'S NOT THE JOB LOSS, THE THING THAT IT'S MASS NEEDING TO RETRAIN AND RETOOL AND DO THINGS DIFFERENTLY. BY THE WAY, THIS IS AN INCREDIBLY IMPORTANT AMERICAN ADVANTAGE AS I SPEND HALF MY LIFE IN EUROPE. IF YOU JUST SAID, WHAT ARE THE ADVANTAGES THEY HAVE? WHAT ARE

11:38THE ADVANTAGES WE HAVE? THE BIGGEST ADVANTAGE WE HAVE IS OUR DYNAMISM, OUR ABILITY TO CHANGE, OUR ABILITY TO REBUILD. BUT WE'RE GOING TO HAVE TO USE THAT ADVANTAGE BECAUSE THE JOBS OF THE PAST ARE GOING TO BE VERY DIFFERENT THAN THE JOBS OF THE FUTURE. AND WE'RE ALL GOING TO HAVE TO CHANGE, AND THAT'S GOING TO DISPROPORTIONATELY AFFECT PEOPLE. AND WE NEED AND THEN WE NEED A COMMON PURPOSE. WHAT IS OUR COMMON PURPOSE? AND THAT'S SOMETHING THAT WE'RE REALLY STRUGGLING WITH. AND WHEN YOU HAVE THESE STRUGGLES, PEOPLE GO TO THE FAR RIGHT AND THE FAR LEFT, AND THEY'RE VERY CHARISMATIC. WE SHOULD NOT MAKE THE MISTAKE EUROPE HAS MADE BY NOT ADDRESSING THESE THINGS. AND THEN THE ONLY PEOPLE WHO WIN POLITICALLY ARE PEOPLE WHO

Competition with LLM companies

12:11MAY NOT KNOW WHAT THEY'RE TALKING ABOUT, BUT ARE VERY CHARISMATIC BECAUSE THEY'RE ADDRESSING A REAL ISSUE. AND IN THIS CASE, THE REAL ISSUE IS AMERICANS ARE AFRAID. AND BY THE WAY, THE OTHER REAL ISSUE, AND I'LL JUST TALK ABOUT SOMEBODY I'VE SPENT 20 YEARS IN ENTERPRISE. WE WORK WITH THE MOST IMPORTANT GOVERNMENTS. WE ARE CONTROVERSIAL, QUITE FRANKLY, BECAUSE WE POWER EVERY SINGLE WESTERN POWER THAT'S AT WAR. YEAH. AND BY THE WAY, WE'RE ALL WE'RE ALL. YOU KNOW WHY WE'RE ALSO CONTROVERSIAL. THEY HAVE CAPACITIES THEY DIDN'T HAVE IN THE PAST. AND OUR ADVERSARIES HATE THAT. >> I KNOW YOU CONTINUE TO MAKE THAT POINT. >> BUT BUT THE COMMERCIAL THING, THE COMMERCIAL ENTERPRISES ARE ALSO UNHAPPY. YOU KNOW, IT'S

12:48NOT JUST THE MAN AND WOMAN ON THE STREET THAT IS UNHAPPY WITH THE FRONTIER LABS. IT'S IN PRIVATE. EVERY SINGLE ENTERPRISE WE DEAL WITH, AND WE HAVE THIS THING INSIDE PALANTIR. IT'S SOMEWHAT CONTROVERSIAL, BUT WE KEEP DEBATING SHOULD WE PAY PEOPLE TO GO TO LARGE LANGUAGE MODEL COMPANIES BEFORE THEY COME TO US? BECAUSE PEOPLE COME OUT OF THERE SCREAMING, SAYING, THIS COULD NEVER WORK FOR ME. THEY DON'T UNDERSTAND THE ENTERPRISE. THEY DON'T CARE ABOUT MY ENTERPRISE. THEY WANT A TOKEN MAX. >> AND SO THIS IS YOU'RE GETTING TO THE HEART OF IT. BECAUSE I THINK THE BIGGEST QUESTION AROUND PALANTIR RIGHT NOW ON WALL STREET IS WHETHER THE LARGE LANGUAGE MODELS, THE ANTHROPIC'S AND THE AI'S, WHICH ARE ABOUT TO GO PUBLIC, CAN

13:23REPLICATE WHAT YOU'RE DOING. >> YOU KNOW WHAT? IT'S IT'S A REAL QUESTION THAT NO ONE IN ENTERPRISE FACTUALLY IS WORRIED. LIKE, YOU KNOW, INVESTORS ARE REALLY INTO SHORT TERM, HAVE NO IDEA WHAT THEY'RE TALKING ABOUT. LONG TERM END UP BEING RIGHT. WE, WE, WE WILL JUST DEBATE THIS WITH THE FACTS. YOU KNOW, I, I'VE SPENT ALL MY LIFE, FOR BETTER OR WORSE, DEALING WITH THE MOST COMPLICATED, MOST INTERESTING ENTERPRISES. I'M ON THE GROUND FLOOR OF THAT, PROBABLY LIKE NO ONE ELSE. >> AND I DON'T YOU'RE SAYING. >> I MEAN, MOST OF THEM ARE CHILL, CHILL, CHILL, RELAXING OVER THEIR LATTE, READING A REPORT ABOUT SOMETHING THAT THEY DON'T UNDERSTAND THE TECHNICAL CAPACITY ABOUT, YOU KNOW. >> BUT THEY'RE HIRING THE KIND

14:02OF ENGINEERS. THAT GREAT THAT YOU HAVE. >> THAT AND THOSE KIND OF ENGINEERS ARE GREAT ENGINEERS. AND I'M TELLING YOU, THEY DON'T TALK TO THE ENTERPRISES OR DON'T UNDERSTAND THE TECHNICAL CHALLENGE. AND ALSO, BY THE WAY, THE ABILITY TO BE A GREAT INVESTOR AND THE KIND OF WHERE THOSE THAT'S WHERE LARGE LANGUAGE MODELS ARE MORE USEFUL BECAUSE IT'S, IT'S PROBABILISTIC AND YOU DON'T HAVE TO GET BETTER THAN REALLY 51% IF YOU WANT TO MANUFACTURE A CAR AND YOU NEED A PART, OR YOU WANT TO SEND A ROCKET TO THE MOON, OR YOU WANT TO PUT A MISSILE ON YOUR ADVERSARY'S HEAD AND BRING HOME AMERICANS SAFELY, THAT STUFF DOESN'T SHIP. AND BY THE WAY, AND THERE'S NOT A SINGLE HIGH END ENTERPRISE LIKE THAT THAT WOULD EVER PUT,

14:39BY BEFORE YOU GET TO THE CULTURAL IMPASSE, LIKE THE THE GO TO SAN FRANCISCO AND TALK TO THEM. THEIR BASIC VIBE IS WE DON'T HAVE TO SOLVE YOUR PROBLEM TODAY, BECAUSE TOMORROW YOU'RE GOING TO GO AWAY AND ALL OF YOUR PROBLEMS ARE GOING TO BE SOLVED. IT'S LARGELY RELIGIOUS. AND THEN YOU GET TO WE'RE GOING TO WE'RE GOING TO REPLICATE PALANTIR BY DOING A DEPLOY. I MEAN, IT'S A COMPLETE FARCE. LIKE THE PEOPLE WHO GO THERE TO SOLVE THE SIMPLEST, EASIEST PROBLEMS THAT SELL TOKENS AND THE PART THEY DON'T UNDERSTAND, HONESTLY. AND I TOLD THEM THIS, I PROBABLY SHOULDN'T IS THEY DON'T UNDERSTAND HOW UNLIKABLE THEY ARE. SO THE PRODUCT DOESN'T ACTUALLY WORK THE WAY IT'S VERY EXPENSIVE. AND YOU GOT TO OVERCOME THE FACT THAT

15:17YOU MAY NOT REALIZE OUTSIDE OF LIKE, ACTUALLY, I'M NOT EVEN SAYING I FIND THEM UNLIKABLE BECAUSE ACTUALLY SOME OF THE BEST AND MOST INTERESTING CONVERSATIONS I'VE HAD IN BUSINESS ARE LIKE HANGING OUT WITH SOME SAM DARIO OTHERS. I MEAN, THESE ARE HIGH, YOU KNOW, LIKE YOU TALK TO DARIO, IT'S A GREAT TIME. AND HE'S HE DOES. >> WE WERE TOGETHER AT AIG. I WAS GOING TO ASK IS ANTHROPIC ARE THEY ARE THEY FRIEND OR FOE. ARE THEY COMPETITOR. WELL PARTNER. >> NO AGAIN THIS WELL, I MEAN, MOST OF THE THINGS THEY TALK ABOUT IN PUBLIC ARE RUNNING ON PALANTIR. SO IT'S LIKE NOW AT THIS SCALE, WE'RE A NATION STATE. BASICALLY. THEY ARE LIKE, WE ARE LIKE, I KNOW, AND THEY'RE AND HE IS THE, HE IS THE FRONTIER PERSON OF A, OF

Dario Amodei and Anthropic

15:58THE LEADING FRONTIER MODEL COMPANY CURRENTLY. AND HE'S GONE FROM BEING WAY BEHIND TO BEING AHEAD. AND HE'S JUST, HE'S A VERY, VERY IMPORTANT PERSON. AND I'LL TELL YOU, HE BELIEVES WHAT HE'S SAYING. I JUST WOULD SAY THAT HE BELIEVES ALL PROBLEMS IN THE. I THINK AND I IMPUTE HIM OR BELIEVES ALL PROBLEMS OF THE CURRENT PRESENT AND FUTURE, THE OUR TRANSITIONARY TO A PERFECT FUTURE. I BELIEVE THAT WE NEED HEAVEN ON EARTH, NOT HEAVEN IN THE NEXT IN 20 YEARS. AND I'M VERY. WE DISAGREE ON THESE THINGS, BUT DOESN'T MEAN THAT, YOU KNOW, IT'S LIKE WE DON'T AGREE ON OTHER THINGS. IT'S LIKE, YOU KNOW, THEY AGREE ON CERTAIN NATIONAL SECURITY. WE DISAGREE. IT'S NOT IT'S NOT AS SIMPLE AS AGREE, DISAGREE, BAD,

16:41GOOD. THESE ARE SOME OF THE MORE INTERESTING AND IMPORTANT PEOPLE IN THE WORLD. I, I AM BETTING HEAVILY AND MY CUSTOMERS PRETTY MUCH ARE ON MY SIDE THAT, YOU KNOW, IT IS NOT THAT LARGE LANGUAGE MODELS AREN'T CRUCIAL FOR THE WORLD. IT'S JUST THE IMPLEMENTATION IS WHERE THE VALUE IS CERTAINLY IN THE NEXT SEVEN YEARS. AND IF YOU WANT TO ASK ME WHAT'S GOING TO HAPPEN IN TEN YEARS, I DON'T KNOW. BUT YOU KNOW, THE RISK OF A PATHOGEN DESTROYING US IS PROBABLY AS HIGH AS. >> IS THAT WHY YOU GUYS ARE WORKING SO MUCH ON HEALTH CARE RIGHT NOW? >> WELL, YOU KNOW, THE THING IS, THESE LOW PROBABILITY EVENTS THAT SHAPE THE WORLD ARE OFTEN UNDERESTIMATED. AND THEY ARE AGAIN, THESE ARE NOT LIKE THESE. THESE ARE EVENTS THAT REQUIRE

Health care and pathogen detection

17:23SOFTWARE INFRASTRUCTURE IMPLEMENTATION, ONTOLOGY, AND LARGE LANGUAGE MODELS. AS AN EXAMPLE, IF YOU HAVE A A DEADLY PATHOGEN COME INTO THIS COUNTRY, THE SIGNS OF THIS ARE GOING TO BE VERY SIMILAR TO THE SIGNS OF FINDING A A SOMEBODY MOVED A TRUCK BY TWO CENTIMETERS AND THAT MEANS THEY'RE GOING TO ATTACK IS IT IS ONLY POSSIBLE. AND THEN THE SECURITY AROUND IT, WHICH PEOPLE OFTEN UNDERESTIMATE THAT WE DO, WHICH IS THE BEDROCK OF THE REASON WHY PALANTIR IS INDISPENSABLE. IT'S LIKE YOU CAN'T JUST USE DATA SETS IN THIS ENVIRONMENT. EACH SINGLE DATA SET YOU CAN THINK OF AS EACH SINGLE MICRO PART OF THE DATA SET HAS TO BE ITS OWN SOVEREIGN DATA SET. SO THIS WHOLE MOVE YOU GET OF WHAT PART OF THE DATA IS SOVEREIGN

18:06YOU CAN THINK OF IT. WE DO THAT AT THE MILLIMETER LEVEL, LIKE WHICH PART OF THE ATTRIBUTE IS SOVEREIGN TO THE PERSON? WHAT CAN BE SHARED? WHAT CAN BE IMPUTED, WHAT CAN'T BE IMPUTED, WHAT CAN'T BE GENERALIZED AND SHARED, WHAT HAS TO BE SHARED, WHICH EXPERTS CAN SEE WHAT'S UNDER WHAT CONDITIONS IS THE MEASUREMENT ACCURATE? HOW LONG IS THE MEASUREMENT ACCURATE? UNDER WHAT CONDITIONS IS IT ACCURATE? WHO DOES THE IMPLEMENTATION? DO THEY HAVE THE CLEARANCE? WHAT ALL THESE THINGS. >> THAT'S WHAT YOU'RE. >> WORKING ON THAT ALL THOSE THINGS HAVE TO BE MODELED AND DONE IN A PLATFORM THAT'S BEEN DOING THIS. BY THE WAY, THE CYBER THREAT, LIKE YOU CAN'T JUST RUN LARGE LANGUAGE MODELS. YOU ACTUALLY HOW DO YOU PATCH

18:40WHAT YOU FIND? HOW DO YOU PATCH WHAT YOU FIND AT SCALE? HOW DO YOU IS THE SOFTWARE YOU. >> RUN CROWDSTRIKE IN PALO ALTO ARE. >> SAYING, HOW DO YOU. AND IF YOU COULD DO ALL THAT, HOW DO YOU HAVE THE ACCREDITATION TO WORK ON A SECURE NETWORK IF IT'S NEVER BEEN, IF YOU'VE NEVER ACTUALLY DONE THAT BEFORE, YOU HAVE NO IDEA WHAT'S INVOLVED AND YOU NEED THE ACCREDITATION TO DO IT. >> SO, SO THEY'RE NOT A CURE ALL. FINALLY, ALEX, I DID WANT TO ASK YOU ABOUT SPACE BECAUSE IT'S GOING PUBLIC THIS WEEK AS WELL. AND I KNOW YOU'VE PARTNERED WITH THEM ON, ON PROPOSALS LIKE THE GOLDEN DOME MISSILE PROTECTION, AND YOU ARE WORKING ON AI OPERATING, I THINK, AS IT RELATES TO SPACE. SO I'M JUST CURIOUS HOW YOU VIEW THAT AREA.

SpaceX IPO

19:16>> I VERY OPTIMISTIC FOR THE FUTURE. I ROOT FOR EVERY ENTREPRENEUR. I'M ROOTING FOR ELON. AND WE PARTNER IN SOME AREAS AND PROBABLY DON'T COMPETE IN OTHERS. BUT IT'S LOOK, WHEN A, WHEN, WHEN, WHEN A MASSIVE IPO FIRST OF ALL, YOU KNOW, WE'RE SO BLESSED IN THIS COUNTRY, LIKE, OKAY, SO I MEAN, I SPENT HALF MY LIFE IN GERMANY. IF THERE WAS AN IPOGPO OR ANYTHING AT LIKE THE $120 BILLION RANGE, THE WHOLE COUNTRY WOULD BE JUMPING UP AND DOWN HERE WE HAVE A COUNTRY WHERE IT'S LIKE APPEARS TO BE THE ONE OF THE LARGEST, IF NOT THE LARGEST IPO EVER. IT'S SUPER COOL TECHNOLOGY, THINGS THAT NO ONE ELSE HAVE DONE. AND LIKE I THINK, I THINK MOST AMERICANS, AND CERTAINLY I HOPE ALL ENTREPRENEURS ARE ROOTING FOR SUCCESS.

20:02>> AND SPACEX BULLISH. ARE YOU BULLISH ON SPACEX? ARE YOU GUYS DOING STUFF THERE. >> WELL AGAIN IT'S VERY SIMILAR TO THESE OTHER DEBATES YOU PEOPLE UNDERESTIMATE. IT'S LIKE BULLISH ON SPACEX. IF THE PERSON DOING IT KNOWS WHAT THEY'RE DOING. BULLISH ON ELON IN SPACE. YES. BULLISH ON SPACEX. NO IDEA. >> OKAY. ALEX KARP THANK YOU VERY MUCH. THANK YOU. ALWAYS GOOD TO TALK TO YOU. YEAH YOU'RE IN GREAT DEMAND. THANK YOU. >> GREAT DEMAND ALEX. GREAT DEMAND. >> GLAD I GOT. >> ON HERE. >> BYE BYE. PALANTIR REALLY DEFENDING THE COMPANY CARL AGAINST I THINK SOME OF THE NARRATIVES THAT WE TALK ABO