The future of the firm is a learning loop in which human capital and token capital compound. With our new Frontier Co., our ambition is to help every enterprise build its own AI capability, and to help create a frontier ecosystem where every organization can turn its knowledge, workflows, and judgment into its own AI systems that continuously improve.

Palantir CEO Alex Karp: "When OpenAI or Anthropic especially are talking about critical infrastructure—it only is being used in our product. My product." "Just so you see I'm not throwing shade—Dario is a literally historic figure." "He came from behind, and he's now number one." "I've been in business for a long time. Never seen anything like this." "The reality is—critical infrastructure does not run these models without an application layer. In almost all cases, and maybe it won't be all cases someday, that application layer is our ontology. That's a fact." Via @CNBC

Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss. 2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones. 3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value. 4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs. 5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha. 6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West. 7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them. 8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences. 9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

AWS is committing $1B to a new Forward-Deployed Engineering org for AI These engineers will embed directly inside customer companies to help build and deploy AI agents in their own AWS environments. Reuters says AWS expects engagements around 45 days, with engineers writing production-level code and helping customers adopt AI faster. Early customers include the NBA and Ricoh. This follows the same direction as OpenAI and Anthropic, which both launched their own enterprise AI services/FDE-style ventures this year. The AI enterprise race is now about who can get AI systems deployed inside real companies.

🇺🇸NOW LIVE🇺🇸 we're auctioning TEN @Quartr_App posters signed by Palantir [ $PLTR ] CEO Dr. Alex Karp. auctions ends Friday at 12pm est all funds will go to @TAPSorg, which provides compassionate care and resources to all those grieving a death in the military or veteran community. place a bid, here: