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Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge
Key takeaways
- Palantir CEO: “Something Has Gone Completely Wrong” In AI.
- Karp places durable AI profits only at compute (NVIDIA) and application layers, yet PLTR trades at a forward P/E of 80 versus NVDA's 23.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut.
Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge Thomas Richmond Thu, July 2, 2026 at 11:43 PM GMT+7 4 min read PLTR NVDA Quick Read Karp contends token-based AI exposes enterprise IP while delivering little value, a thesis that Palantir's 85% revenue growth and 46% operating margin appear to validate.
Karp places durable AI profits only at compute (NVIDIA) and application layers, yet PLTR trades at a forward P/E of 80 versus NVDA's 23.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. Grab the names FREE today.
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