[DigitalToday reporter Chi-gyu Hwang] Palantir CEO Alex Karp (알렉스 카프) criticised token-based billing models used by Anthropic and OpenAI as AI costs surge, CNBC reported on Tuesday.
Karp said on CNBC's "Squawk Box" that he was not trying to blame the companies, but that something was completely wrong. He said U.S. companies were spending tokens freely without thinking and were just letting time pass.
As AI costs surge and new models become more expensive than earlier ones, companies are shifting from so-called "token-maxing" to focusing on return on investment. In this trend, some companies are adopting open-weight models that can do similar work at far lower cost. Concerns are also emerging that Chinese models, as they rapidly improve performance, could soon catch up with U.S. companies.
Karp said the industry should not underestimate the speed at which China is developing AI models. He said many companies are shifting from general-purpose AI models to building and training their own more efficient tools.
Palantir announced earlier this week that it would expand its partnership with Nvidia. The plan centres on using Nvidia AI tools to build models for U.S. government agencies.
Karp views open-weight models, where weights are 공개, as an alternative for company CEOs who are unhappy with large AI developers, CNBC reported.
Karp said what technology customers want is control over computing, models and the data stack. He said customers want reassurance that they own the means of production and that it will not pass to someone else.