Karp: Anthropic/OpenAI are stealing customer IP and their tokens have low value
Summary
A viral post quotes Palantir's Alex Karp criticizing OpenAI and Anthropic for monetizing tokens and potentially stealing customer IP, arguing that frontier AI models extract valuable enterprise knowledge and that token pricing signals lack durable value. The piece frames the debate around value extraction, data/workflows, and the risk of training AI on confidential information without consent.