Alex Karp's Shocking AI Truth Bomb

Описание: Last week Alex Karp went on CNBC's Squawk Box and said what I've been saying to a much smaller room for years: renting intelligence by the token is a trap. In this video I break down what he actually said — three arguments, cut through the fast-talking:

Enterprises are "livid," paying enormous token bills for value that never shows up on the ledger.

Frontier labs are learning the shape of your business — your alpha, your secret sauce, the one edge a competitor can't buy — and turning it into
context for a system you don't own.

It's a "wealth tax" on every business told it must rent intelligence forever from a provider it can't audit.

Something has gone seriously wrong with Enterprise AI