Are companies giving away their secrets to AI?

SUMMARY: Are CEO's frustrated with the lack of control, costs and sovereignty of their AI environments?
SHOW: 1042
SHOW TRANSCRIPT: The Enterprise AI Show #1042 Transcript (docs.google.com/document/d/1pnwyMVqqiMRPiAr4CA…)
SHOW VIDEO: youtu.be/xgQv8WP-DNI
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SHOW NOTES:
• Palantir and NVIDIA partnership (June 2026) (blogs.nvidia.com/blog/palantir-secure-ai-us-ag…) - first 11 minutes
• Palantir CEO (Alex Karp) on CNBC (x.com/atrupar/status/2072313022035398795?s=20)
• “The VPC Privacy Illusion - Why Private LLMs still expose your data” (harperfoley.com/blog/vpc-privacy-illusion-llm-…)
• The biggest mistake organizations make isn’t choosing the right model, it’s focusing on models at all (linkedin.com/pulse/biggest-mistake-organizatio…)(via LinkedIn)

• There’s a level of unhappiness and distrust of the frontier labs from CEOs
• There needs to be an application layer on top of LLMs (e.g. “harness”, Palantir Ontology (palantir.com/platforms/ontology))
• This application layer prevents the LLMs from learning your business from your data
• “Alpha” is business differentiation (ability to outperform the market)
• He questions why the frontier model labs are charging by tokens and not outcomes (questions the entire AI business model)
• He questions “the true cost” of AI outputs
• He claims that CEOs are now concerned about frontier labs entering the business of the customers - brings up an interesting misunderstanding of how interacting with LLMs works (“we’re safe, it’s deployed in our VPC”)
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