Sankar: AI value will accrue to toolmakers, not model providers
Shyam Sankar · How to Win in the Age of AI and Autonomy | Shyam Sankar on TBPN · Apr 28, 2025 · at 3:00
Palantir CTO Shyam Sankar uses the historical analogy of electricity to argue where enterprise AI value capture will occur.
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“If AI is electricity, like in electricity, all the value didn't accrete to the people who made the turbine generators. It went to the people who made the tools that ran on electricity.”
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