So the market fears that AI labs like OpenAI and Anthropic will render
$PLTR's enterprise software obsolete.
When asked if Anthropic is a competitor, Karp said that most of the capabilities frontier models discuss in public are currently running on Palantir. At its current scale, Palantir acts as the underlying infra for these AI labs, functioning as a 'nation state' in the ecosystem.
Unlike LLMs, Karp says high-end enterprises such as defense, aerospace, manufacturing require deterministic execution where AI errors are catastrophic. Commercial enterprises are becoming disillusioned with frontier AI labs because raw models lack the capacity to handle strict security, data integration, and ontology, leaving them almost useless for complex corporate infra.