The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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every show 44 of 44
Karp: Displacing jobs without supporting defense will lead to tech nationalization
“If Silicon Valley believes we are going to take away everyone's white collar job, Meaning primarily democratic shaped people met whom I grew up with, highly educated people who went to elite schools or went to schools that are almost elite who vote for one par…”
Karp: Israel's civilian casualty ratio is the best in human history
“It's true Israel's ratio of like, casualty, innocent to non-innocent is better than anyone else ever had in the history of humanity, and it's gonna have to be better.”
Karp: AI will shift economic power from humanities graduates to blue-collar workers
“This technology disrupts humanities trained, largely democratic voters and makes their economic power less, and increases the power, economic power of vocationally trained, working class, often male voters,”
Karp: A strong US movement to nationalize AI will emerge quickly
“That nobody believes me in tech, but there's gonna be a movement in this country that gets very strong very quickly to nationalize these things.”
Karp: Enterprise clients have lost trust in frontier AI labs
“Our clients are just, to say they're unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. It's like, there's just a level of discomfort and loss of trust.”
Karp: Enterprises fear losing IP and getting no value from frontier AI
“The basic view among enterprises in this country is, I'm gonna chillax and waste my time with tokens, I'm gonna get no value, and they're gonna get my IP.”
Alex Karp says AI job loss sparks 'hang the rich' backlash
“I think the American version, if we're not careful, is not going to be the German version. I think it's going to be hang the rich. I, It's like, I think it's gonna be, not protect everybody else. It's gonna be like, look, this is too dangerous, and we're gonna…”
Karp: Palantir is fundamentally an anti-surveillance company
“Despite what everyone thinks Palantir is the anti-surveillance company, I know your person online thinks that's not true, but every technical expert does”
Alex Karp: AI market will consolidate to one or two providers
“There will be, like, it's my own rhetoric, but I happen to think it's true. It's going to be chips, ontology, and I suspect in the end, one and a half provider.”
Karp: America Will Fail If Wealth Concentrates in Unaligned Tech Elites
“It could go wrong, and it will go wrong if all wealth is going to a small number of people, and those people do not appear to be on side.”
Karp: Tolerating public dysfunction from legalistic policies paves the way for fascism
“They're actually paving the way for a fascism, because Americans and no one else are gonna tolerate that level of dysfunction.”
Karp: Half of US cities meet the homicide threshold for war zones
“To be a civil war zone, to be a war zone, you have to have five, five deaths per 100,000. That's like half our cities.”
Karp: Low-value enterprise SaaS companies will rapidly fail
“Now, if that's how your products actually are, you are, now it's you are going to get fucked. Like, and this is going to happen so quickly.”
Karp: Either the US or China will decide the AI world order
“This is a have-have-not world. It's going to be either us or them basically deciding the world order. Because, like, these other countries, and maybe India will get involved, maybe the Arab, non-Arab, Middle East, but currently on the trajectory we're on now, …”
Karp: Software value will flow to differentiated specific solutions over generalizable tools
“Our products augment that, which makes it, ah, you know, augments the differentiated specific over the generalizable, and that's where literally all the value's gonna go, and it's gonna be like a waterfall, and that, that's the problem with a lot of software c…”
Karp: Palantir will be the last software company standing against LLMs
“I would say the last company standing before we all have to salute the overload of the LLM will be Palantir”
Karp: Government Will Butcher AI Regulation Without Tech Self-Regulation
“If we don't do rating ratings, Washington's going to. And Washington is going to butcher it. And let's even say Washington doesn't want to butcher it, but like it doesn't understand the metier.”
Karp: Two-year US fentanyl deaths exceed all military combat deaths since WWII
“In the last two years, more people have died of fentanyl than every single person who's died as a soldier since World War II.”
Karp: Palantir will extract considerably more revenue per client
“We believe we're going to make more from people in the future than in the past. Sizibly more because it's like, why should we not capture part of the value that we help create?”
Karp: Leaders become far more valuable as software automates the rest
“Actually, the interesting thing is, workers become more valuable, like, actually trained workers become more valuable. This is exactly the opposite of what people are saying, but it's true. The person at the top is actually crazy valuable. People with technica…”
Karp: Palantir has lifted millions of people into homeownership
“Palantir's lifted, one of the things I'm proudest about in the world is, We've lifted people from their mom's garage to their own house. Millions of people.”
Karp: Aggregate corporate cost structures will drop despite higher top-tier talent pay
“Workers are gonna become more expensive, the overhead's gonna become less. Truly, basically, artist-shaped people are gonna be incredibly valuable, and they're gonna demand to be very highly paid. So, But the aggregate cost structure will come down.”
Alex Karp: Adversarial hardware cultures will inherently struggle to build software
“One of our advantages in software is that we like the hardware cultures are really struggle with software because these things are true for tanks and they're true for other things and big metal things. They're not true for software, but again, it's also true t…”
Karp: Palantir AI identifies adversary positions across large land masses
“The most powerful use of our product currently, and again, of one of our products is Being able to identify an adversary over a large lying mass using AI, and that obviously it's been reported has led to a different level of ability to acquire the adversary's …”
Karp: China and Russia's software pivot will let them catch up
“China and Russia realize this. They didn't realize it before. And that is going to change where they invest their money. And we'll give them ability to catch up if we're not on top of this.”
Karp: The military is the only institution universally revered in America
“It's, it is the most popular institution And most revered institution and probably the only institution in America that is actually revered by the American people across every demographic.”
Karp: Most special operations forces in the world use Palantir's Gaia
“Gaia, the product that most special operations use in the world.”
Karp: Palantir delivered Sequoia-level venture returns to ordinary public investors
“We gave venture returns, not just venture returns. We gave venture returns as if you're like, you know, I don't know, you're like Peter Thiel, Sequoia, Coastal returns. To the average person who is willing to do their own work and stand up against kind of trie…”
Karp: Palantir software elevates American factory workers to Japanese engineer capacity
“We can use foundry and ontology to bring out the advantages of American worker and give them the capacity to roughly work like a Japanese engineer.”
Alex Karp: Palantir supported the U.S. government despite severe public backlash
“We stood up for the U.S. Government even when it was really, really unpopular.”
Karp: Misconception that AI will exclude non-tech elites
“There's a misconception, ah, that AI and tech is going to exclude everyone who's not in this room.”
Alex Karp: Palantir's main protests over 20 years stem from supporting Special Operations
“I've been yelled at for 20 years, and protested primarily for supporting special operations.”
Palantir expects to generate sizably more revenue per customer in the future.
“We believe we're going to make more from people in the future than in the past, sizably more, because it's like, why should we not capture part of the value that we helped create?”
Palantir is growing 10x faster in the United States than in Europe.
“Like we have 10 X growth in America compared to Europe, same people, same products, same everything.”
Karp: Palantir hits 93% US growth and 94 Rule of 40
“Everyone tells us to be super modest about 93% growth in the U.S. And 94 rule of 40.”
Karp: High-fidelity ontology combined with LLMs is very hard to replicate
“We also believe that if it, for more kind of like kind of architectural implementation, technical perspective, the value is in high fidelity data captured in, in ontology with FDs and where there's an enhancing factor with LLMs and that that's going to be very…”
Karp: Palantir experiences 10x growth in the US compared to Europe
“Like we have 10 X growth in America compared to Europe, same people, same products, same everything.”
Karp: Ukrainian sites using Palantir were bombed and staff resumed work same day
“Some of the places that have used our product have been bombed. People have died, and the same day, those people are back at work.”
Palantir achieved 93% US growth and a 94% Rule of 40.
“Everyone tells us to be super modest about 93% growth in the U.S. And 94 rule of 40.”