Palantir老板直接点名OpenAI和Anthropic，说token收费就是变相偷企业数据。这一问把硅谷AI的商业模式问穿了，值得看看他怎么拆台的。
Palantir CEO Alex Karp在电视采访中公开指责OpenAI和Anthropic的token定价模式，称企业支付token费用却未获得对等价值，实质是窃取客户业务数据和流程的“知识产权提取”。Karp以假设为例：如果模型能帮企业明天赚10亿美元，为何不要求30%利润分成而是按token收费？他认为token定价暴露了模型无法规模化产生可靠价值。他还指出，企业将机密文档、客户数据输入前沿模型，等于帮助训练未来可能取代自己的竞品。Karp称许多Fortune 500高管私下愤怒但不敢公开反对，因为担心自身数据被用于训练对手。
源：https://t.co/2Gy3sErnOk
源： x.com/Ric_RTP/status… Ricardo @Ric_RTP Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company. Within two minutes, Alex Karp took the entire frontier AI industry apart on national television. His exact words: "Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business." He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription. Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer: "If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?" That question breaks the industry. If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens. Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling. Karp went even further... He called the entire arrangement "a wealth tax that does not help the poor. It just punishes." American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors. And the part the AI industry does not want anyone thinking about: Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them. The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing." He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows. The entire AI industry has been priced for perfection on one assumption: That frontier labs produce durable, defensible value that justifies infinite compute spend. But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse. The moment enterprises stop believing, the whole valuation stack shakes. Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 389 ⚡